Utma/ugma
Actions of this Financial Advisor for Edward Jones in Saint Charles, IL, unethical, unprofessional, illegal, and a conflict of interest?
In August six months after joining Edward Jones, Jonathan Gripe overran the part as Economic Agent for Pamela Gripe from the mature Financial Advisor. Getting the part of informing his “to be” girlfriend on the best way to commit/utilize her small children’s UTMA Custodian Records, was truly, ...