Eric S Dash
Investment adviser representative at Edward Jones
15 yearsExperience
1 stateRegistered in
CFADesignation
$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
15 years in the industry.
- Edward JonesMar 2022 to now
- Cade MossmanAug 2020 to Mar 2022
- Conner GehringAug 2020 to Mar 2022
- Juliette PrinceMay 2018 to Mar 2022
- Northwestern Mutual Investment Services LLCMay 2018 to Mar 2022
- Puget Sound EnergyNov 2014 to Sep 2017
- Crystal Mountain ResortFeb 2011 to Mar 2022
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 4615317
- Firm CRD
- 250