Sally Sima Stahl

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	2018-12-17
FL	RA	APPROVED	2007-01-26

TX RA
APPROVED_RES

Since 2018-12-17
FL RA
APPROVED

Since 2007-01-26

Branch Locations

Jupiter, FL • United States

1851 W Indiantown Rd Ste 106, Jupiter, FL 33458 • 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

Organization	City	State	From	To
Edwardjones	St. Louis	MO	01/2005	Present

01/2005 → Present

Edwardjones

St. Louis, MO

Other Businesses

Stahl Enterprises Corp Type of business: Marine Jupiter, FL Start date: 1/10/2014 Director Hours per week: 2 Hours during trading: 0 Desc: This is my husband's business / company, however I am listed as an Owner/Director.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-01-17
S63	Uniform Securities Agent State Law Examination	2005-03-11

S66 Uniform Combined State Law Examination

2007-01-17
S63 Uniform Securities Agent State Law Examination

2005-03-11

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Sally Simona Hart
Sally Stahl

View on SEC IAPD