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Steven Foran

Edward Jones

Lewistown, MT

CRD 5884919

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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
MT RA APPROVED 2019-07-01
  • MT RA
    APPROVED
    Since 2019-07-01

Branch Locations

224 W Main St Suite 307, Lewistown, MT 59457-2759 • 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
Farmers Insurance Group Billings MT 12/2010 12/2018
Farmers Financial Solutions Billings MT 02/2014 12/2018
Edward Jones St Louis MO 12/2018 Present
  • 12/2010 → 12/2018
    Farmers Insurance Group
    Billings, MT
  • 02/2014 → 12/2018
    Farmers Financial Solutions
    Billings, MT
  • 12/2018 → Present
    St Louis, MO
Other Businesses

Abraxas Petroleum Type: Date: 07/01/16 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: None City-State: Houston TX *** Steve Foran Type of business: Rental Billings, MT Start date: 12/1/2017 Owner Hours per week: 0 Hours during trading: 0 This is our old primary residence that we rent out. We make very little actual income as the rent is close to the same as our mortgage and taxes and insurance cost." ***

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-26
S63 Uniform Securities Agent State Law Examination 2015-03-16
  • S66 Uniform Combined State Law Examination
    2019-06-26
  • S63 Uniform Securities Agent State Law Examination
    2015-03-16
Other Names
  • Steve Foran
  • Steven T Foran
  • Steven Todd Foran

View on SEC IAPD

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