Nathaniel J Sepe
Investment adviser representative at Edward Jones
13 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
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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
13 years in the industry.
- Edward JonesApr 2026 to now
- Usi AdvisorsMay 2025 to Apr 2026
- Usi Consulting GroupMay 2025 to Apr 2026
- Carson WealthAug 2024 to May 2025
- Cwm, LLCAug 2024 to May 2025
- Federated Global Investment Management Corp.Jun 2018 to Aug 2024
- Federated Investment CounselingJun 2018 to Aug 2024
- Mdt Advisers, A Division of Federated Mdta LLCJun 2018 to Aug 2024
- Federated Hermes Inc.Feb 2018 to Aug 2024
- Federated Securities CorpFeb 2018 to Aug 2024
- Allegheny County HousingMay 2017 to Feb 2018
- Cline Financial GroupSep 2016 to Mar 2017
- AramarkSep 2014 to Dec 2016
- Duquesne UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6711073
- Firm CRD
- 250