Jesse Dale

CRD 6240544 · Edward Jones · Jacksonville, FL

IA RegisteredBroker

Also appears in the source record as: Jesse B Dale; Jesse Brian Dale

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 66Series 63
Registered states (19): Arkansas · Florida · Georgia · Hawaii · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · Missouri · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Vermont · Virginia · Washington
Years in the industry (source record): 11
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Edward Jones
Firm CRD: 250
SEC number: 801-3297
Assets under management: $1.0T as of Jun 29, 2026
Website: www.twitter.com/EDWARDJONES ↗
Phone: 314-515-2000
Firm location: St. Louis, MO, 63131

Employment history (7)

From the source registration record · current first

Edward JonesCurrent
Jacksonville, FL · IA capacity

start not retrieved → present
Edward JonesCurrent
Jacksonville, FL · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Jacksonville, FL · IA capacity

Oct 20, 2021 → May 23, 2023
Fidelity Brokerage Services LLC
Jacksonville, FL · BC capacity

Oct 6, 2021 → May 20, 2023
Lido Advisors
Boca Raton, FL · IA capacity

Oct 25, 2019 → Sep 23, 2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Boca Raton, FL · IA capacity

Feb 22, 2016 → Oct 22, 2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Boca Raton, FL · BC capacity

Dec 23, 2014 → Oct 22, 2019

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 6240544 ↗ FINRA BrokerCheck record for CRD 6240544 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.