Julie Regan
Investment adviser representative at Edward Jones
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Edward JonesAug 2019 to now
- Pinnacle Wealth ManagementApr 2005 to Aug 2019
- Linsco/private Ledger CorpMar 2005 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NE).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2241877
- Firm CRD
- 250