Sean Dunn

Advisor at Edward Jones

Updated today

Location

Locust Grove, GA 30248-3741

Credentials

Series 66

Industry experience

7 years

About

Sean Dunn is a financial advisor at Edward Jones in Locust Grove, GA, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2018, he worked for 14 years at Lockheed Martin Aeronautics Corporation as a project lead for hardware in avionics test labs. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

3430 Highway 155

Locust Grove, GA 30248-3741

Most active in

Georgia · Texas

Work history

Edward Jones

2018 - Present (8 years)

Lockheed Martin Aeronautics Corporation

2004 - 2018 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kevin W

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Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
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Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Divorce financial planning Executive Founder/Business Owner Married/Couples/Partners Divorced Approaching retirement
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Gregory F

Series 66

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Annuities Wealth management Founder/Business Owner
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