Skip to content

Sean Regnier

Investment adviser representative at Edward Jones
13 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business

Are you Sean Regnier? Claim your profile

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

13 years in the industry.

  1. Edward JonesFeb 2024 to now
  2. UnemployedSep 2023 to Jan 2024
  3. Bayard AdvertisingAug 2022 to Aug 2023
  4. UnemployedApr 2022 to Jul 2022
  5. Goosehead InsuranceMar 2022 to Mar 2022
  6. Nimbus MarkJan 2022 to Jan 2022
  7. AnsiraOct 2018 to Jan 2022
  8. UnemployedJun 2018 to Sep 2018
  9. In University BloomingtonAug 2013 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (CO).

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
6489581
Firm CRD
250
Advisor's SEC record (opens in a new tab)
CallContact this firm