Tanner Keith Stepp

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

Authority	Category	Status	Date
WA	RA	APPROVED	2020-03-06

WA RA
APPROVED

Since 2020-03-06

Branch Locations

Port Orchard, WA • United States

3312 Rosedale St Suite 202, Gig Harbor, WA 98335 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	01/2020	Present
Jd Merit & Co	Tacoma	WA	06/2019	10/2019
Keller Williams West Sound	Gig Harbor	WA	06/2017	01/2018
Wells Fargo Na	Spokane	WA	06/2018	08/2018
Full-Time Education	Gig Harbor	WA	01/2009	05/2019

01/2020 → Present

Edward Jones

St Louis, MO
06/2019 → 10/2019

Jd Merit & Co

Tacoma, WA
06/2017 → 01/2018

Keller Williams West Sound

Gig Harbor, WA
06/2018 → 08/2018

Wells Fargo Na

Spokane, WA
01/2009 → 05/2019

Full-Time Education

Gig Harbor, WA

Other Businesses

Stepp Enterprises LLC Non investment-related Fox Island, WA Nature: non-operating family company Title: Owner Start Date: 10/30/2019 Hours per week: 0 Hours during trading: 0 Family estate holding company Boss, LLC Type of business: Other Fox Island, WA Start date: 10/30/2019 Controller Hours per week: 0 Hours during trading: 0 Real estate holding company

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-03-05

S66 Uniform Combined State Law Examination

2020-03-05

View on SEC IAPD