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Dewon Hart

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.

  1. Edward JonesAug 2024 to now
  2. Truist BankJul 2023 to Jul 2024
  3. Enterprise Fleet ManagementJan 2023 to May 2023
  4. UnemployedNov 2021 to Jun 2023
  5. Bank of AmericaOct 2019 to Oct 2021
  6. UnemployedNov 2018 to Sep 2019
  7. Capital One BankMar 2016 to Oct 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (NC, 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
7968209
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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