Eliot J Sergent
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.
- Edward JonesOct 2025 to now
- Charter CommunicationsMay 2025 to Oct 2025
- Home Solutions USA LLCOct 2024 to May 2025
- The Aaron's Company IncAug 2024 to Sep 2024
- Cellular SalesAug 2023 to Jul 2024
- Inland HospitalJan 2023 to Jun 2023
- UnemployedAug 2022 to Dec 2022
- Early BirdJan 2022 to Feb 2022
- Fast EddiesJun 2021 to Oct 2021
- Fast EddiesJun 2020 to Sep 2020
- Monmouth GeneralNov 2019 to Dec 2019
- Fast EddiesJun 2019 to Sep 2019
- Kavestone LLCJan 2019 to Jul 2019
- Full-time EducationJan 2015 to Jul 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (ME).
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
- 8163726
- Firm CRD
- 250