Sage Dugan
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 JonesNov 2024 to now
- Key Investment Services LLCJul 2022 to Nov 2024
- KeybankJun 2020 to Jun 2022
- University of Toledo Learning Enhancement CenterAug 2019 to May 2020
- KeybankMay 2019 to Aug 2019
- Health Foods By ClaudiaJan 2019 to Jun 2020
- The Fremont CompanyMay 2018 to Aug 2018
- Treece Landscaping and DesignMay 2017 to May 2018
- University of ToledoAug 2016 to May 2020
- Eaton CorporationMay 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
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
- 7607594
- Firm CRD
- 250