Stacia Weinstein

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 07/2018
  Edward Jones
  Phoenix, AZ
• 07/2018 → Present
  Edward Jones
  St Louis, MO
• 08/2010 → 05/2018
  Arizona Lutheran Academy
  Phoenix, AZ

Other Businesses

"Ben and Cynthia Weinstein Type: Date: 08/01/23 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Housing payment City-State: Tucson AZ"

Exams

• S66 Uniform Combined State Law Examination
  2018-08-29

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Stacia Jean Glodowski
• Stacia Weinstein
• Stacia Jean Weinstein