Sean P Dunn

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2018 → 05/2026
  Edward Jones
  St Louis, MO
• 09/2004 → 06/2018
  Lockheed Martin Aeronautics Corporation
  Marietta, GA
• 06/2026 → Present
  Osaic Wealth, Inc.
  Locust Grove, GA

Previous Registrations

• 2018-09-04 → 2026-06-26
  Edward Jones
  Hampton, GA
  St Louis, MO
  Hampton, GA
  Locust Grove, GA
  Locust Grove, GA

Other Businesses

Engaged in life insurance and annuity sales independently through Osaic SEAN DUNN POSITION: Financial Advisor NATURE: Insurance through Edward Jones INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/26/2018 ADDRESS: 3430 Hwy 155, Locust Grove GA 30248, United States DESCRIPTION: Review insurance opportunities, provide quotes, applications, etc.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-30

Other Names

• Sean Patrick Dunn