Jesse Dale

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

• 07/2013 → 10/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 10/2019 → 09/2021
  Lido Advisors, Llc
  Boca Raton, FL
• 09/2021 → 05/2023
  Fidelity Investments
  Jacksonville, FL
• 07/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2021-10-20 → 2023-05-23
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2019-10-25 → 2021-09-23
  Lido
  Los Angeles, CA
  Boca Raton, FL
• 2016-02-22 → 2019-10-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Boca Raton, FL
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2016-02-17
• S63 Uniform Securities Agent State Law Examination
  2015-01-28

Other Names

• Jesse Brian Dale
• Jesse B Dale