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Sean Vappie

18 Years of Experience
New Orleans, LA
1 DisclosureBroker

Sean Vappie is a registered investment advisor at Edward Jones, based in New Orleans, LA, with 18 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

1350 Magazine Street, Suite A, New Orleans, LA, 70130

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History

Regulatory History (1)
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Customer Dispute
January 2026
Pending
Other Business Activities

Sean owns Vapaille Enterprises, LLC and Frere Properties, LLC to hold and manage rental properties, and S. Vappie Productions, LLC as a musician. He also acts as a rental host for an Airbnb property, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Edward Jones
August 2025 - Present · 9 mos
Edward JonesBroker
August 2025 - Present · 9 mos
Previous Registrations
J.P. Morgan Securities LLC
January 2018 - August 2025 · 7 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2025 · 12 yrs 10 mos
Chase Investment Services CORP.Broker
April 2007 - October 2012 · 5 yrs 6 mos
State Registrations16 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.