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Steven J Kramer

Edward Jones

Sarasota, FL

CRD 8205614

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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
FL RA APPROVED 2026-03-17
  • FL RA
    APPROVED
    Since 2026-03-17

Branch Locations

1819 Main St Suite 1150, Sarasota, FL 34236 • 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 01/2026 Present
Compass, Inc. Sarasota FL 08/2024 10/2025
Smartasset Sarasota FL 02/2024 07/2024
Podium Littleton CO 03/2023 08/2023
Unemployed Sarasota FL 08/2023 02/2024
Zoom Littleton CO 05/2020 02/2023
Young's Market / Rndc San Diego CA 09/2014 07/2020
  • 01/2026 → Present
    Edward Jones
    St Louis, MO
  • 08/2024 → 10/2025
    Compass, Inc.
    Sarasota, FL
  • 02/2024 → 07/2024
    Smartasset
    Sarasota, FL
  • 03/2023 → 08/2023
    Podium
    Littleton, CO
  • 08/2023 → 02/2024
    Unemployed
    Sarasota, FL
  • 05/2020 → 02/2023
    Zoom
    Littleton, CO
  • 09/2014 → 07/2020
    Young's Market / Rndc
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-13
  • S66 Uniform Combined State Law Examination
    2026-03-13

View on SEC IAPD

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