Stephen T Phraner

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

• 02/2025 → Present
  Edward Jones
  St. Louis, MO
• 06/2021 → 01/2025
  Us Army
  Fort Campbell, KY
• 08/2017 → 05/2021
  Vanderbilt University
  Nashville, TN
• 01/2020 → 05/2020
  Ubs Private Wealth Management
  Nashville, TN
• 05/2014 → 07/2017
  Chick-Fil-A
  Athens, AL

Exams

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

Other Names

• Stephen Thomas Phraner