Sydney Dulle
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Eaton, OH 45320
Credentials
Series 63, Series 66
Industry experience
3 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
General estate planning guidance
Inheritance planning
Work history
Edward Jones
2023 - Present (3 years)
Investment Distributors, Inc.
2020 - 2023 (3 years)
Protective Life Insurance Company
2020 - 2023 (3 years)
Concourse Financial Group Securities Inc (fka ProEquities Inc)
2020 - 2023 (3 years)
Aston Oaks Golf Club
2018 - 2019 (1 year)
Sam's Club
2018 - 2018 (1 year)
University of Cincinnati
2016 - 2020 (4 years)
Mother of Mercy High School
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Robert G
Series 63, Series 66
Richmond, IN
Edward Jones
Darrel C
Series 66
Camden, OH
Edward Jones
Nicholas G
Series 63, Series 65
Brookville, OH
Edward Jones
Devon W
Series 66
Brookville, OH
Fidelity
Devon Walton is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Devon served as an Investment Consultant at Fidelity Investments from 2023 to 2025 and as a Workplace Planning Consultant at the same company from 2021 to 2023. Devon began their financial services career as a Financial Representative at Northwestern Mutual from 2020 to 2021. Devon is committed to working with individuals and families to educate, coach, and collaborate on financial plans that clients feel comfortable with. Through engaging in collaborative conversations, Devon aims to help clients and their families create a clear financial vision, even during times of uncertainty.
Evan T
Series 66
Brookville, OH
Edward Jones
Susan M
Series 66
Richmond, IN
Edward Jones
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