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Steven Allen Worth

Edward Jones

Tahlequah, OK

CRD 4287046

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-08-21
OK RA APPROVED 2007-01-25
  • TX RA
    APPROVED_RES
    Since 2014-08-21
  • OK RA
    APPROVED
    Since 2007-01-25

Branch Locations

400 E Downing St, Tahlequah, OK 74464 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 10/2000 Present
Other Businesses

SKATECH INC FIREWORKS TAHLEQUAH, OH 74465 START DATE 06/1978 CONSULTANT TOTAL HOURS SPENT PER WEEK:0 I CONSULT ON PRODUCTS AND MARKETING. HOLDERWORTH LEASING, LLC Type of business: RESIDENTIAL RENTAL TAHLEQUAH, OK Start date: 1/1/2013 MANAGING PARTNER Hours per week: 0 Hours during trading: 0 Maintain Property. RATWORTH Type of business: RV Park Hulbert, OK Start date: 10/14/2024 member Hours per week: 0 Hours during trading: 0 consulting

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-09
S63 Uniform Securities Agent State Law Examination 2000-12-06
  • S66 Uniform Combined State Law Examination
    2007-01-09
  • S63 Uniform Securities Agent State Law Examination
    2000-12-06

View on SEC IAPD

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