Billy N. Stone

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

• 12/1996 → Present
  Edward D. Jones & Co., L.P.
  Longmont, CO

Other Businesses

COLORODANS TYPE OF BUSINESS: CAR CLUB LONGMONT, CO START DATE: 1/1/2011 CLUB MEMBER HOURS PER WEEK: 0 HOURS DURING TRADING: 0 ATTEND CLUB MEETINGS/EVENTS, BOARD MEMBER CURRENT VICE PRES - LEAD MEETINGS FOR ABSENTEE PRESIDENT. * Skyline Kiwanis Club Type of business: Service Club Longmont, CO Start date: 10/1/2013 member Hours per week: 0 Hours during trading: 0 Attend meetings and functions. * Skyline Kiwanis Foundation Type of business: 501(c)3 non-profit Longmont, CO Start date: 9/1/2015 Board Member Hours per week: 0 Hours during trading: 0 Attend and participate in Board Meetings * Stone Enterprise Type of business: Real Estate Longmont, CO Start date: 11/30/2022 Owner Hours per week: 0 Hours during trading: 0 Manage the lease of real estate * Extraction Oil & Gas Berthoud, CO Start date: 11/1/2018 Hours per week: 0 Hours during trading: 0 0

Exams

• S66 Uniform Combined State Law Examination
  2007-01-19
• S63 Uniform Securities Agent State Law Examination
  1997-02-21

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Billy Norval Stone
• Billy N. Stone
• Billy N Stone