Sydney Dulle
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Edward JonesDec 2023 to now
- Concourse Financial Group Securities Inc (fka Proequities Inc)Dec 2020 to Nov 2023
- Investment Distributors, Inc.Dec 2020 to Nov 2023
- Protective Life Insurance CompanyDec 2020 to Nov 2023
- Aston Oaks Golf ClubMay 2018 to Mar 2019
- Sam's ClubFeb 2018 to May 2018
- University of CincinnatiAug 2016 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 7319750
- Firm CRD
- 250