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Dean Ebbert

Edward Jones

Andover, MA

CRD 6843561

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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 2024-01-04
MA RA APPROVED 2024-01-02
  • TX RA
    APPROVED
    Since 2024-01-04
  • MA RA
    APPROVED
    Since 2024-01-02

Branch Locations

12 Essex Street, Andover, MA 01810 • 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
The Vanguard Group, Inc. Charlotte NC 08/2017 12/2019
Clemson University Clemson SC 08/2013 05/2017
Mfs Fund Distributors, Inc. Boston MA 02/2020 09/2023
Edward Jones St Louis MO 09/2023 Present
  • 08/2017 → 12/2019
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2013 → 05/2017
    Clemson University
    Clemson, SC
  • 02/2020 → 09/2023
    Mfs Fund Distributors, Inc.
    Boston, MA
  • 09/2023 → Present
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-17
S63 Uniform Securities Agent State Law Examination 2017-10-23
  • S66 Uniform Combined State Law Examination
    2023-10-17
  • S63 Uniform Securities Agent State Law Examination
    2017-10-23
Other Names
  • Dean Andrew Ebbert
  • Dean Ebbert

View on SEC IAPD

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