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Beth Eileen Stenz

Edward Jones

Erie, CO

CRD 5479177

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-03-04
CO RA APPROVED 2011-01-24
  • TX RA
    APPROVED_RES
    Since 2015-03-04
  • CO RA
    APPROVED
    Since 2011-01-24

Branch Locations

77 Erie Village Square Ste 230, Erie, CO 80516 • 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
Edward Jones St Louis MO 01/2011 Present
Other Businesses

Heels on the Gridiron LLC Type of business: LLC Erie, CO Start date: 5/24/2023 Owner Hours per week: 6 Hours during trading: 0 Lifestyle blog regarding travel, fashion, beauty, and sports. Not related to any financial advice, products and never done during normal trading hours. * "Like To Know It (Reward Style Inc) Type: Date: 04/01/24 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Commissionable Links City-State: Erie CO" * NFLPA (NFL Players Association) Washington, DC Start date: 9/14/2023 Strategic Visioning Committee Hours per week: 0 Hours during trading: 0 The Strategic Visioning Committee (Committee) provides recommendations to the NFLPA to inform policy development and engagement functions with NFL players and program members, ultimately enhancing the Financial Advisor Registration Program's value, growth, and development while empowering players. *

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-14
S63 Uniform Securities Agent State Law Examination 2008-01-31
  • S66 Uniform Combined State Law Examination
    2011-01-14
  • S63 Uniform Securities Agent State Law Examination
    2008-01-31
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Beth Stenz
  • Beth Eileen Stenz
  • Beth Eileen Haney

View on SEC IAPD

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