Independent Financial Group
42yrs
Top advisor by experience in Lakeville
31yrs
Jack Gresser
Financial advisor at Edward Jones
Jack Gresser has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Lakeville, Minnesota. Jack joined Edward Jones in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 67 advisors with offices in Lakeville, and one of 56 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 4% by experience at Edward Jones
Office17305 Cedar Ave S Suite 270, Lakeville, MN 55044
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowEdward JonesCurrent firm
Questions to ask Jack
Tailored to Jack’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jack
How do I contact Jack?
Call Edward Jones at 314-515-2000 and ask for Jack Gresser. Jack works from the Lakeville, MN office.
How long has Jack been a financial advisor?
Jack has been in the industry since 1995, about 31 years. Top 4% by experience at Edward Jones.
What licenses does Jack hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jack for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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