Stephanie L Mcfadden

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

• 10/2016 → 03/2017
  Brighthouse Securities, Llc
  Charlotte, NC
• 03/2017 → Present
  Edward Jones
  Saint Louis, MO
• 03/2002 → 10/2016
  Metlife Investors
  Irvine, CA

Other Businesses

RENTAL PROPERTY ST LOUIS, MO Start date: 6/1/2020 OWNER Hours per week: 0 Hours during trading: 0 No responsibilities. Rental property St Louis, MO Start date: 7/7/2023 Owner Hours per week: 0 Hours during trading: 0 little to no responsibilities. Rental property Lake St Louis, MO Start date: 5/20/2025 owner Hours per week: 2 Hours during trading: 0 Tenant will take care of everything with the exception of landscaping, which has been contracted out to a third party vendor.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-13
• S63 Uniform Securities Agent State Law Examination
  1998-09-03

Designations

• Certified Financial Planner

Other Names

• Stephanie Lynn Wolf
• Stephanie Lynn Wolf
• Stephanie Lynn Mcfadden