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Stephen Cohen

Edward Jones

West Salem, WI

CRD 6978415

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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
WI RA APPROVED 2018-08-31
  • WI RA
    APPROVED
    Since 2018-08-31

Branch Locations

1540 Heritage Blvd Ste 204A, West Salem, WI 54669 • 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 07/2018 Present
Airgas La Crosse WI 08/2017 07/2018
Tnt Fireworks Marion IN 06/2006 07/2017
  • 07/2018 → Present
    Edward Jones
    St Louis, MO
  • 08/2017 → 07/2018
    Airgas
    La Crosse, WI
  • 06/2006 → 07/2017
    Tnt Fireworks
    Marion, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-30
  • S66 Uniform Combined State Law Examination
    2018-08-30
Other Names
  • Stephen Cohen
  • Stephen Michael Cohen

View on SEC IAPD

Nearby Firms

THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.

Nearby Investors

Kristi Kaye Budin
PAUL JEFFREY HAYDEN
BRETT PATRICK WELCH

Nearby Offices

THRIVENT INVESTMENT MANAGEMENT INC. · West Salem, WI
AMERIPRISE FINANCIAL SERVICES, LLC · West Salem, WI
OSAIC WEALTH, INC. · WEST SALEM, WI

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