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Dean S Spaniol

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 JonesApr 2025 to now
  2. Executive SummitsOct 2019 to Mar 2025
  3. The Painted DuckMar 2019 to Sep 2019
  4. Fuse SoccerAug 2018 to Mar 2025
  5. VeppoAug 2016 to Sep 2018
  6. Future Music Makers 501(c)3Aug 2015 to Sep 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024
  • Series 63 · Uniform Securities Agent State Law2025

State registrations

Registered as an investment adviser representative in 1 state (GA).

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
8068183
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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