Stephen Van Rensselaer Spaulding

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
TX	RA	APPROVED_RES	2021-06-05
UT	RA	APPROVED	2016-05-13

TX RA
APPROVED_RES

Since 2021-06-05
UT RA
APPROVED

Since 2016-05-13

Branch Locations

3126 Quarry Rd 4H, Park City, UT 84098 • 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

Organization	City	State	From	To
Edward Jones	St. Louis	MO	01/2016	Present

01/2016 → Present

Edward Jones

St. Louis, MO

Other Businesses

Wilmurt1, LLC Type of business: Investment Rental Property Hideout, UT Start date: 5/27/2026 Manager and Member Hours per week: 0 Hours during trading: 0 This is an LLC to hold an investment condo hotel property. We do not yet own the property. Expected closing date is November 2026

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-03-21

S66 Uniform Combined State Law Examination

2016-03-21

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Stephen Vanrensselaer Spaulding
Stephen Vanrensselaer Spaulding

View on SEC IAPD