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Stephanie Marie Carter

Edward Jones

Oak Grove, MO

CRD 4859996

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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 2022-12-08
MO RA APPROVED 2022-05-24
  • TX RA
    APPROVED
    Since 2022-12-08
  • MO RA
    APPROVED
    Since 2022-05-24

Branch Locations

1201 A S Broadway, Oak Grove, MO 64075 • 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 09/2004 Present
Other Businesses

Bryan and Stephanie Carter Type: farm Date: 12/15/23 Title: owners Trad Hrs: 0 Tot Hrs: 0 Desc: we rent 14 acres to a local farmer and collect rent City-State: Lexington MO

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-21
  • S66 Uniform Combined State Law Examination
    2022-05-21
Other Names
  • Stephanie Marie Bertz

View on SEC IAPD

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