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Tyler James Dean

Edward Jones

Cary, NC

CRD 6345734

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-04-18
NC RA APPROVED 2014-11-03
  • TX RA
    APPROVED_RES
    Since 2019-04-18
  • NC RA
    APPROVED
    Since 2014-11-03

Branch Locations

1003 High House Rd Suite 104, Cary, NC 27513 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2014 Present
Other Businesses

Rental Property Wrightsville Beach, NC Start date: 8/21/2024 Owner Hours per week: 0 Hours during trading: 0 Desc: Maintain a beachfront condo for short-term renters * Royal Roadsters LLC Type of business: Car Rental Cary, NC Start date: 1/1/2024 Owner Hours per week: 0 Hours during trading: 0 Desc: manage a rental car. *The vehicle was sold in the beginning of the 2024 year and the LLC has been shut down

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-23
  • S66 Uniform Combined State Law Examination
    2014-08-23

View on SEC IAPD

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