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Stacey Zeluff-Bisher

Edward Jones

Tucson, AZ

CRD 6145143

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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 2024-07-25
AZ RA APPROVED 2024-05-01
  • TX RA
    APPROVED
    Since 2024-07-25
  • AZ RA
    APPROVED
    Since 2024-05-01

Branch Locations

3573 E Sunrise Dr Ste 119, Tucson, AZ 85718 • 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 02/2024 Present
Allied Portfolio Management, Inc. Tucson AZ 09/2014 09/2019
Iamheart, Inc. Tucson AZ 09/2019 10/2020
Whelcon Contractors, Llc Tucson AZ 07/2020 10/2023
Aljo Enterprises, Inc Tucson AZ 10/2023 02/2024
  • 02/2024 → Present
    St Louis, MO
  • 09/2014 → 09/2019
    Allied Portfolio Management, Inc.
    Tucson, AZ
  • 09/2019 → 10/2020
    Iamheart, Inc.
    Tucson, AZ
  • 07/2020 → 10/2023
    Whelcon Contractors, Llc
    Tucson, AZ
  • 10/2023 → 02/2024
    Aljo Enterprises, Inc
    Tucson, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-29
  • S66 Uniform Combined State Law Examination
    2024-04-29
Other Names
  • Stacey J Gardner
  • Stacey J Bisher
  • Stacey J Zeluff
  • Stacey Jenniffer Zeluff-Bisher

View on SEC IAPD

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