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Dustin Dake

Edward Jones

Fishers, IN

Carmel, IN

CRD 5369245

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-06
IN RA APPROVED 2016-10-14
  • TX RA
    APPROVED_RES
    Since 2018-12-06
  • IN RA
    APPROVED
    Since 2016-10-14

Branch Locations

Fishers, IN • United States

10333 N Meridian St Ste 140, Carmel, IN 46290 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities, Llc Indianapolis IN 05/2015 10/2016
The Prudential Insurance Company Of America Indianapolis IN 05/2015 10/2016
Edward Jones St Louis MO 10/2016 Present
  • 05/2015 → 10/2016
    Pruco Securities, Llc
    Indianapolis, IN
  • 05/2015 → 10/2016
    The Prudential Insurance Company Of America
    Indianapolis, IN
  • 10/2016 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-17
  • S66 Uniform Combined State Law Examination
    2007-10-17
Designations
  • Certified Financial Planner
Other Names
  • Dustin David Dake

View on SEC IAPD

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