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Jolene F Tepedino

Steward Partners Investment Advisory, LLC

New York, NY

Merrick , NY

Stamford, CT

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Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-05
TX RA APPROVED_RES 2026-06-05
  • NY RA
    APPROVED
    Since 2026-06-05
  • TX RA
    APPROVED_RES
    Since 2026-06-05

Branch Locations

99 Park Avenue Suite 1910, New York, NY 10016 • United States

Merrick , NY • United States

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • 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
OrganizationCityStateFromTo
Steward Partners Global Advisory, Llc New York NY 06/2026 Present
Steward Partners Investment Advisory, Llc New York NY 06/2026 Present
Steward Partners Investment Solutions, Llc New York NY 06/2026 Present
Merrill Lynch, Pierce, Fenner & Smith, Incorporated New York NY 10/2006 11/2016
Ubs Financial Services Inc. New York NY 12/2016 06/2026
  • 06/2026 → Present
    Steward Partners Global Advisory, Llc
    New York, NY
  • 06/2026 → Present
    Steward Partners Investment Advisory, Llc
    New York, NY
  • 06/2026 → Present
    Steward Partners Investment Solutions, Llc
    New York, NY
  • 10/2006 → 11/2016
    Merrill Lynch, Pierce, Fenner & Smith, Incorporated
    New York, NY
  • 12/2016 → 06/2026
    Ubs Financial Services Inc.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-14
  • S66 Uniform Combined State Law Examination
    2019-06-14
Other Names
  • Jolene Florence Tepedino

View on SEC IAPD

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