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Steven Ray Wagner

Edward Jones

Van Buren, AR

CRD 7299273

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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 2021-03-19
AR RA APPROVED 2020-12-14
  • TX RA
    APPROVED
    Since 2021-03-19
  • AR RA
    APPROVED
    Since 2020-12-14

Branch Locations

105 North Plaza Ct, Van Buren, AR 72956 • 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 10/2020 Present
New Prospect Consulting Fort Smith AR 07/2020 10/2020
Steven Wagner Consulting Llc Alma AR 06/2020 10/2020
Stephens Production Company Fort Smith AR 07/2014 05/2020
  • 10/2020 → Present
    St Louis, MO
  • 07/2020 → 10/2020
    New Prospect Consulting
    Fort Smith, AR
  • 06/2020 → 10/2020
    Steven Wagner Consulting Llc
    Alma, AR
  • 07/2014 → 05/2020
    Stephens Production Company
    Fort Smith, AR
Other Businesses

Wagner Honey Type: Local Honey Date: 02/01/23 Title: Owner Trad Hrs: 0 Tot Hrs: 1 Desc: Raise honeybees, harvest honey, sell honey at local farmers market 1 or 2 days a year. City-State: Alma AR * East Side Baptist Church Fort Smith, AR Start date: 1/1/2024 Finance Committee Member Hours per week: 0 Hours during trading: 0 Help in making financial decisions for the church

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-12
  • S66 Uniform Combined State Law Examination
    2020-12-12
Designations
  • Certified Financial Planner

View on SEC IAPD

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