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Daniel Lee Stevens

Edward Jones

Cody, WY

CRD 4878648

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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 2024-04-15
WY RA APPROVED 2017-08-09
  • TX RA
    APPROVED
    Since 2024-04-15
  • WY RA
    APPROVED
    Since 2017-08-09

Branch Locations

1121 13Th St, Cody, WY 82414 • 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 11/2004 Present
Other Businesses

BUFFALO BILL DAM VISITOR'S CENTER BOARD BOARD MEMBER ASSIST IN DECISIONS REGARDING THE DAM VISITOR'S CENTER, INCLUDING INVESTMENT DECISIONS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-01-14
  • S63 Uniform Securities Agent State Law Examination
    2005-01-14
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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Nearby Investors

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JOHN PETER DODENHOFF
STEPHEN P O'DONNELL

Nearby Offices

O'DONNELL WEALTH MANAGEMENT · CODY, WY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CODY, WY
AMERIPRISE FINANCIAL SERVICES, LLC · Cody, WY

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