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Sarah S Del degan

Investment adviser representative at Edward Jones
11 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

11 years in the industry.

  1. Edward JonesAug 2024 to now
  2. UnemployedFeb 2024 to Aug 2024
  3. Nob Hill StyleMay 2023 to Aug 2024
  4. Atwil DesignSep 2021 to Feb 2024
  5. UnemployedFeb 2020 to Sep 2021
  6. The Enhanced HomeJan 2017 to Feb 2020
  7. Vida DesignApr 2015 to Apr 2023

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
7961792
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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