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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
Years of Experience
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Edward Jones Brokerage Details
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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.
Four Seasons Financial Group
The Leaders Group Inc
Saybrus Equity Services, Inc
Massachusetts Mutual Life Insurance Company
Mml Investors Services LLC
Metlife Securities Inc
All Source Temp Agency
Craig Dennis has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones