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Nicholas Stern

Edward Jones

Huntington, NY

Huntington, NY

CRD 8105887

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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 2025-10-29
NY RA APPROVED 2025-08-21
  • TX RA
    APPROVED
    Since 2025-10-29
  • NY RA
    APPROVED
    Since 2025-08-21

Branch Locations

Huntington, NY • United States

26 Gerard Street, Huntington, NY 11743-0000 • 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 06/2025 Present
Unemployed Huntington NY 02/2025 06/2025
Self-Employed West Hollywood CA 04/2024 02/2025
Applied Visions, Inc. Northport NY 03/2020 04/2024
Unemployed Huntington NY 09/2019 03/2020
Le Wagon Bali 07/2019 09/2019
Unemployed Huntington NY 05/2018 07/2019
Sterling Management Corp Lodi NJ 05/2011 08/2019
Suny Cortland Cortland NY 08/2014 05/2018
  • 06/2025 → Present
    Edward Jones
    St. Louis, MO
  • 02/2025 → 06/2025
    Unemployed
    Huntington, NY
  • 04/2024 → 02/2025
    Self-Employed
    West Hollywood, CA
  • 03/2020 → 04/2024
    Applied Visions, Inc.
    Northport, NY
  • 09/2019 → 03/2020
    Unemployed
    Huntington, NY
  • 07/2019 → 09/2019
    Le Wagon
    Bali
  • 05/2018 → 07/2019
    Unemployed
    Huntington, NY
  • 05/2011 → 08/2019
    Sterling Management Corp
    Lodi, NJ
  • 08/2014 → 05/2018
    Suny Cortland
    Cortland, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-20
  • S66 Uniform Combined State Law Examination
    2025-08-20

View on SEC IAPD

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