Edward Jones

Investment Advisor
in Middletown, CT

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About this Advisor

Craig Dennis is an advisor located in Middletown, Connecticut. Currently a registered investment advisor at Edward Jones, they have accumulated 10 years of practice in the financial advisory industry. Dennis maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities agent. Dennis can act as an advisor in Connecticut. Their career trajectory has included roles at The Hartford, Metlife Securities Inc, All Source Temp Agency, Massachusetts Mutual Life Insurance Company, Mml Investors Services LLC, Saybrus Equity Services, Inc, Saybrus Partners, Foresters Financial, Four Seasons Financial Group, The Leaders Group Inc and Edward Jones. Edward Jones is based out of Middletown, Connecticut, and operates out of 14,439 other offices across the nation. As a registered advisory firm, Edward Jones oversees $423 billion in assets covering 3,336,586 client accounts and employs more than 25,919 people. The level of assets currently under the firm's management places it among the largest firms in the nation. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 10% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others



Office Location

138 College St Suite 97
Middletown, CT 06457-3426

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Edward Jones Brokerage Details

Total Assets Under Management


CT Average: $11,469,110,461
Total Number of Employees


CT Average: 458
Total Number of Accounts


CT Average: 33,415
Average Account Size


CT Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Craig Dennis Work History

Craig has 10 years of experience.

2018 - Present (2 years)

Edward Jones

2018 - 2018 (< 1 year)

Four Seasons Financial Group

2018 - 2018 (< 1 year)

The Leaders Group Inc

2017 - 2017 (< 1 year)

Foresters Financial

2015 - 2017 (2 years)

Saybrus Equity Services, Inc

2015 - 2017 (2 years)

Saybrus Partners

2013 - 2015 (2 years)

Massachusetts Mutual Life Insurance Company

2013 - 2015 (2 years)

Mml Investors Services LLC

2011 - 2013 (2 years)

Metlife Securities Inc

2010 - 2011 (1 year)

The Hartford

2010 - 2010 (< 1 year)

All Source Temp Agency


Craig Dennis has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

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Nicholas Horstman
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Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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