Jessica Eaton

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

• 06/2017 → 06/2020
  Fidelity Investments
  Denver, CO
• 02/2017 → 06/2017
  United Healthcare
  Indianapolis, IN
• 11/2015 → 02/2017
  Rci
  Carmel, IN
• 06/2015 → 05/2020
  Western Governors University
  Salt Lake City, UT
• 07/2020 → 11/2022
  Key Investment Services
  Indianapolis, IN
• 11/2022 → 05/2023
  Valic Financial Advisors, Inc./Agia
  Merrillville, IN
• 05/2023 → 06/2026
  Regions Bank/Cetera
  Indianapolis, IN
• 06/2026 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2023-06-07 → 2026-06-08
  Cetera Investment Advisers Llc
  Indianapolis, IN
  Indianapolis, IN
• 2022-11-30 → 2023-06-15
  Valic Financial Advisors, Inc.
  Merrillville, IN
  Carmel, IN
• 2020-10-21 → 2022-11-29
  Key Investment Services Llc
  Brooklyn, OH
  Dayton, OH

Exams

• S66 Uniform Combined State Law Examination
  2020-10-20
• S63 Uniform Securities Agent State Law Examination
  2017-08-09

Other Names

• Jae Eaton
• Jessica Ann Eaton