William E Dean

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

• 05/2025 → Present
  Edward Jones
  St. Louis, MO
• 11/2024 → 05/2025
  Unemployed
  Folsom, CA
• 08/2019 → 11/2024
  Harley-Davidson Of Folsom
  Folsom, CA
• 10/2016 → 08/2019
  Harley-Davidson Of Sacramento
  Sacramento, CA
• 04/2015 → 10/2016
  Unemployed
  Folsom, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-07-10