Jill Marie Schreck Steenis

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	2015-03-06
WI	RA	APPROVED	2007-09-10

TX RA
APPROVED_RES

Since 2015-03-06
WI RA
APPROVED

Since 2007-09-10

Branch Locations

1448 Hamilton Ave, New Richmond, WI 54017-0000 • 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	02/2007	Present

02/2007 → Present

Edward Jones

St Louis, MO

Other Businesses

Grand Vista Properties, LLC Type of business: Rental LLC Scottsdale, AZ Start date: 12/1/2024 owner Hours per week: 0 Hours during trading: 0 Investment property, passive income.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-04-12

S66 Uniform Combined State Law Examination

2007-04-12

Designations

Certified Financial Planner

Other Names

Jill Schreck
Jill Marie Schreck

View on SEC IAPD