Stephen Willard Mcadams

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

• 05/2004 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

AROK Properties, LLC Type of business: Real Estate Fort Smith, AR Start date: 8/1/2026 Partner Hours per week: 5 Hours during trading: 2 Contributing cash to the LLC. *Meeting any future capital requirements if specified in the operating agreement. Selecting third-party property managers.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-30
• S63 Uniform Securities Agent State Law Examination
  2004-07-09

Other Names

• Stephen Willard Mcadams