Brian S Steen

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2025 → Present
  Edward Jones
  St. Louis, MO
• 11/2005 → Present
  The Capital Group Companies
  Irvine, CA

Other Businesses

BRIEF_DESCRIPTION: Self (Rental property) Type of business: Rental property Ferguson, MO Start date: 12/17/2021 Owner Hours per week: 0 Hours during trading: 0 I also own a second property. Management of both properties is contracted to a property manager.

Exams

• S66 Uniform Combined State Law Examination
  2025-04-01

Other Names

• Brian Steven Steen