Stephanie K Palomino

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

• 09/2015 → 10/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR
• 09/2015 → 10/2017
  Bank Of America, N.A.
  Portland, OR
• 11/2017 → 09/2021
  M Holdings Securities, Inc
  Portland, OR
• 10/2024 → Present
  Edward Jones
  St. Louis, MO
• 03/2022 → 09/2024
  Tte Law Group Llp
  Portland, OR
• 09/2021 → 12/2021
  Us Securities & Exchange Commission
  San Francisco, CA
• 01/2022 → 03/2022
  Us Bankruptcy Court
  Portland, OR

Previous Registrations

• 2018-09-13 → 2021-09-02
  M Holdings Securities, Inc.
  Portland, OR
• 2015-12-24 → 2017-10-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR
  Hillsboro, OR
  Hillsboro, OR
  Hillsboro, OR
  Beaverton, OR

Exams

• S66 Uniform Combined State Law Examination
  2025-08-28

Other Names

• Stephanie K Palomino
• Stephanie Karista Palomino