Sean Christian Hillis

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 10/2016
  Edward Jones
  St Louis, MO
• 10/2016 → 09/2018
  Bank Of The West
  Portland, OR
• 09/2018 → 07/2026
  Key Investment Services
  Hillsboro, OR
• 07/2026 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2018-09-27 → 2026-07-29
  Key Investment Services Llc
  Beaverton, OR
  Vancouver, WA
  Hillsboro, OR
  Brooklyn, OH
• 2016-11-01 → 2018-09-28
  Bancwest Investment Services, Inc.
  Portland, OR
  Beaverton, OR
  Tualatin, OR
  Lake Oswego, OR
  The Dalles, OR
  Saint Helens, OR
  Tacoma, WA
  Seattle, WA
• 2011-12-15 → 2016-10-17
  Edward Jones
  Tempe, AZ
  Tempe, AZ
  Tualatin, OR
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2011-12-02

Designations

• Certified Financial Planner

Other Names

• Sean Hillis