Stephen J Williams

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

• 01/2008 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Rental Property Hendersonville, TN Start date: 6/1/2016 Owner Hours per week: 2 Hours during trading: 2 Maintain property. * TUSC Type of business: Soccer club Hendersonville, TN Start date: 8/1/2016 Coach Hours per week: 1 Hours during trading: 1 Soccer coach. * Rental Property Type of business: Real Estate Chattanooga, TN Start date: 6/4/2021 Owner Hours per week: 1 Hours during trading: 0 Rental * S&W Ventures Type of business: Real Estate Gallatin, TN Start date: 10/16/2023 Owner Hours per week: 4 Hours during trading: 0 Real Estate

Exams

• S66 Uniform Combined State Law Examination
  2008-04-17

Other Names

• Stephen Williams
• Stephen Joshua Williams