Colleen K Duffy
Investment adviser representative at Edward Jones
10 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
10 years in the industry.
- Edward JonesMay 2026 to now
- Broad InstituteJul 2022 to Apr 2026
- Tufts Medical CenterMar 2020 to Jul 2022
- Pillar BiosciencesOct 2019 to Feb 2020
- Massachusetts Department of Public HealthNov 2016 to Oct 2019
- Maxim HealthcareAug 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 8266589
- Firm CRD
- 250