Stephanie Elizabeth 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:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-12-19
FL	RA	APPROVED	2014-08-18

TX RA
APPROVED_RES

Since 2018-12-19
FL RA
APPROVED

Since 2014-08-18

Branch Locations

4880 Donald Ross Rd Suite 215, Palm Beach Gardens, FL 33418 • 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	04/2014	Present

04/2014 → Present

Edward Jones

St Louis, MO

Other Businesses

Eric Cole Golf LLC Type of business: Entertainment Jupiter, FL Start date: 6/1/2023 Homekeeper Hours per week: 8 Hours during trading: 0 Desc: homemaker, manage property maintenance

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-07-03

S66 Uniform Combined State Law Examination

2014-07-03

Designations

Certified Financial Planner

View on SEC IAPD