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RIA / WealthAdvisorCertified Financial Planner18 years in industry

Gregory W Klipstein

Advisor at EDWARD JONES

Williamstown, NJ | ST. LOUIS, MO

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Search this name across graphsid dfx:ria:9733b4df-ab9c-4f25-5af4-6eabd346d226

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Apr 7, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 7, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 19, 2016
First registration: Apr 7, 2008
Dual registered: no
Other names: Greg Klipstein|GREGORY W. KLIPSTEIN|GREGORY Walter KLIPSTEIN
IAPD individual key: 5397528

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDWARD JONES	National bd RIA	Apr 23, 2025	n/a	yes	ST. LOUIS, MO\|Williamstown, NJ	Current employment
CENTURA WEALTH ADVISORY	Independent wealth	Mar 26, 2024	Feb 18, 2025	no	Williamstown, NJ\|SAN DIEGO, CA	Previous registration
JFS WEALTH ADVISORS, LLC	Independent wealth	Oct 14, 2020	Feb 23, 2024	no	Doylestown, PA	Previous registration
TD PRIVATE CLIENT WEALTH LLC	Bd affiliated wealth	Apr 20, 2016	Sep 18, 2020	no	PHILADELPHIA, PA\|BOSTON, MA	Previous registration
OSAIC FA, INC.	Former SEC adviser	Apr 7, 2008	Jun 2, 2011	no	CHERRY HILL, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CENTURA WEALTH ADVISORY	EDWARD JONES	Feb 18, 2025	Apr 23, 2025	64	Firm change	RIA to ibd
JFS WEALTH ADVISORS, LLC	CENTURA WEALTH ADVISORY	Feb 23, 2024	Mar 26, 2024	32	Firm change	RIA to RIA
TD PRIVATE CLIENT WEALTH LLC	JFS WEALTH ADVISORS, LLC	Sep 18, 2020	Oct 14, 2020	26	Firm change	Ibd to RIA
OSAIC FA, INC.	TD PRIVATE CLIENT WEALTH LLC	Jun 2, 2011	Apr 20, 2016	1,784	Firm change after gap	Other

Relationships

Registered with (5)

→ EDWARD JONESRegistered adviserregistration: current employment
Apr 23, 2025 to presentfactForm ADV
→ CENTURA WEALTH ADVISORYRegistered adviserregistration: previous registration
Mar 26, 2024 to Feb 18, 2025factForm ADV
→ JFS WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 14, 2020 to Feb 23, 2024factForm ADV
→ TD PRIVATE CLIENT WEALTH LLCRegistered adviserregistration: previous registration
Apr 20, 2016 to Sep 18, 2020factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Apr 7, 2008 to Jun 2, 2011factForm ADV

Dated events

Occurred
Feb 18, 2025
Advisor changed firm
Gregory W Klipstein left Centura Wealth Advisory for Edward Jones (registered 2025-04-23)
Form ADVobserved 5 days ago
Occurred
Feb 23, 2024
Advisor changed firm
Gregory W Klipstein left Jfs Wealth Advisors, Llc for Centura Wealth Advisory (registered 2024-03-26)
Form ADVobserved 5 days ago