Stephen Koch

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

• 08/2015 → 02/2019
  Edward Jones
  St Louis, MO
• 03/2019 → 09/2019
  Unemployed
  Sugar Land, TX
• 10/2019 → 09/2021
  Adp
  Houston, TX
• 09/2021 → 08/2022
  Redwood Software
  Victoria, TX
• 08/2022 → 12/2022
  Unemployed
  Victoria, TX
• 01/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2015-12-11 → 2019-02-28
  Edward Jones
  Houston, TX
  St Louis, MO
  Missouri City, TX
  Missouri City, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-02-24

Other Names

• Stephen Koch