Stephanie Lynn Baker-Estrella

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → 03/2023
  Edward Jones
  Lake City, FL
• 03/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2007-02-14 → 2007-04-23
  Certified Advisory Corp
  Gainesville, FL
• 2005-12-08 → 2006-08-15
  Truist Investment Services, Inc.
  Gainesville, FL
  Gainesville, FL
  Gainesville, FL
  Newberry, FL
  Gainesville, FL
• 2004-09-29 → 2005-10-24
  Cuna Brokerage Services, Inc.
  Gainesville, FL
• 2003-04-17 → 2003-11-12
  First Federal Financial Services Corp
  Lake City, FL
• 2003-04-17 → 2003-07-08
  Raymond James Financial Services, Inc.
  Lake City, FL

Exams

• S66 Uniform Combined State Law Examination
  2000-08-07

Other Names

• Stephanie Lynn Baker
• Stephanie L Boyette
• Stephanie Lynn Boyette
• Stephanie Lynn Baker