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Sean Mccue

Edward Jones

Walnut Creek, CA

CRD 7822355

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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 2025-01-08
CA RA APPROVED 2024-03-04
  • TX RA
    APPROVED
    Since 2025-01-08
  • CA RA
    APPROVED
    Since 2024-03-04

Branch Locations

Walnut Creek, CA • 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 11/2023 Present
Jp Morgan Chase Oakland CA 08/2005 11/2023
  • 11/2023 → Present
    St Louis, MO
  • 08/2005 → 11/2023
    Jp Morgan Chase
    Oakland, CA
Other Businesses

Rental Property 2 Type of business: Rental Real Estate Spokane, WA Start date: 4/5/2021 Owner Hours per week: 2 Hours during trading: 0 A duplex in Spokane, WA that I own and manage * Rental Property 3 Type of business: Rental Real Estate Concord, CA Start date: 5/10/2019 Owner Hours per week: 2 Hours during trading: 0 A duplex in Concord that I own with my brother and self manage

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-10
  • S66 Uniform Combined State Law Examination
    2024-01-10

View on SEC IAPD

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