Guy William Steele

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-10-28
TX	RA	APPROVED	2014-08-19

FL RA
APPROVED

Since 2024-10-28
TX RA
APPROVED

Since 2014-08-19

Branch Locations

Naples, FL • United States

4099 Tamiami Trail N Ste 303, Naples, FL 34103 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	Kailua	HI	09/1988	Present

09/1988 → Present

Edward Jones

Kailua, HI

Other Businesses

SINATRA RADIO SHOW Type of business: PUBLIC RADIO SHOW KAILUA, HI Start date: 10/15/2005 Producer Hours per week: 10 Hours during trading: 0 Produce a Sinatra radio show that airs each week on pure jazzradio.org SELF Type of business: SINATRA RADIO SHOW NAPLES, FL Start date: 10/5/1998 Hours per week: 10 Hours during trading: 0 Produce a Sinatra radio show

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1989-03-22

S63 Uniform Securities Agent State Law Examination

1989-03-22

Designations

Certified Financial Planner
Chartered Financial Consultant

View on SEC IAPD