Dawn L Stebelton

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
OH	RA	APPROVED	2025-04-08
TX	RA	APPROVED	2025-04-07

OH RA
APPROVED

Since 2025-04-08
TX RA
APPROVED

Since 2025-04-07

Branch Locations

25686 Dixie Highway Suite C, Perrysburg, OH 43551 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Toledo	OH	12/2008	02/2023
Ubs Financial Services, Inc	Sylvania	OH	02/2023	03/2025
Edward Jones	St. Louis	MO	03/2025	Present

12/2008 → 02/2023

Morgan Stanley Smith Barney Llc

Toledo, OH
02/2023 → 03/2025

Ubs Financial Services, Inc

Sylvania, OH
03/2025 → Present

Edward Jones

St. Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-07
S63	Uniform Securities Agent State Law Examination	2013-12-09

S66 Uniform Combined State Law Examination

2025-04-07
S63 Uniform Securities Agent State Law Examination

2013-12-09

Other Names

Dawn Lynn Daggett
Dawn Lynn Lohmann

View on SEC IAPD