Colleen K Duffy

Collinsville, CT

CRD 8266589

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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

Authority	Category	Status	Date
CT	RA	APPROVED	2026-08-19

CT RA
APPROVED

Since 2026-08-19

Branch Locations

Collinsville, CT • United States

12555 Manchester Road, St. Louis, MO 63131 • 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

Organization	City	State	From	To
Edward Jones	St. Louis	MO	05/2026	Present
Broad Institute	Cambridge	MA	07/2022	04/2026
Tufts Medical Center	Boston	MA	03/2020	07/2022
Pillar Biosciences	Natick	MA	10/2019	02/2020
Massachusetts Department Of Public Health	Boston	MA	11/2016	10/2019
Maxim Healthcare	Needham	MA	08/2016	12/2017
Northeastern University	Boston	MA	07/2013	09/2016

05/2026 → Present

Edward Jones

St. Louis , MO
07/2022 → 04/2026

Broad Institute

Cambridge, MA
03/2020 → 07/2022

Tufts Medical Center

Boston, MA
10/2019 → 02/2020

Pillar Biosciences

Natick, MA
11/2016 → 10/2019

Massachusetts Department Of Public Health

Boston, MA
08/2016 → 12/2017

Maxim Healthcare

Needham, MA
07/2013 → 09/2016

Northeastern University

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-30

S66 Uniform Combined State Law Examination

2026-07-30

View on SEC IAPD

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