Steven Paul Ackman

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	2018-12-03
LA	RA	APPROVED	2015-06-05

TX RA
APPROVED_RES

Since 2018-12-03
LA RA
APPROVED

Since 2015-06-05

Branch Locations

9401B Jefferson Hwy, River Ridge, LA 70123 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
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	04/2015	Present

04/2015 → Present

Edward Jones

St Louis, MO

Other Businesses

Amazon Type of business: Review Items on Amazon Seattle, WA Start date: 2/17/2024 Vine Reviewer Hours per week: 5 Hours during trading: 0 Receive free items from Amazon and review them within 60 days.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-05-29

S66 Uniform Combined State Law Examination

2015-05-29

Other Names

Steven Ackman

View on SEC IAPD