Sean D Finucan

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

• 09/2019 → Present
  Edward Jones
  St Louis, MO
• 01/2009 → 01/2018
  Student
  Webster City, IA
• 01/2018 → 05/2019
  University Of Iowa
  Iowa City, IA
• 06/2018 → 07/2019
  Jones Lang Lasalle
  Chicago, IL

Other Businesses

Double F Farm LLC Type of business: Farming Webster City, IA Start date: 9/26/2025 part owner Hours per week: 10 Hours during trading: 0 rental income from farmland and share crop

Exams

• S66 Uniform Combined State Law Examination
  2019-11-08

Designations

• Certified Financial Planner

Other Names

• Sean David Finucan