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Lori Marie Stewart

Edward Jones

Mount Vernon, WA

Mount Vernon, WA

CRD 7072571

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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 2022-01-26
WA RA APPROVED 2021-05-03
  • TX RA
    APPROVED
    Since 2022-01-26
  • WA RA
    APPROVED
    Since 2021-05-03

Branch Locations

Mount Vernon, WA • United States

1835 Riverside Drive Suite 102, Mount Vernon, WA 98273-5412 • 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 Mount Vernon WA 03/2019 11/2020
Skagit Bank Burlington WA 11/2007 03/2019
Edward Jones St. Louis MO 11/2020 Present
  • 03/2019 → 11/2020
    Edward Jones
    Mount Vernon, WA
  • 11/2007 → 03/2019
    Skagit Bank
    Burlington, WA
  • 11/2020 → Present
    Edward Jones
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-29
  • S66 Uniform Combined State Law Examination
    2021-04-29
Other Names
  • Lori Marie Ross

View on SEC IAPD

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