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Steven Douglas Jones

Cliftonlarsonallen Wealth Advisors, LLC

St. Louis, MO

Minneapolis, MN

Minneapolis, MN

CRD 2114108

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Employer firm

Cliftonlarsonallen Wealth Advisors, LLC CRD 38357

$14.4B regulatory AUM 575 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2013-09-04
  • MO RA
    APPROVED
    Since 2013-09-04

Branch Locations

600 Washington Street Suite 1800, St. Louis, MO 63101 • United States

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • 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
Cliftonlarsonallen Wealth Advisors Llc St. Louis MO 08/2013 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-04-24
S65 Uniform Investment Adviser Law Examination 1992-06-24
  • S63 Uniform Securities Agent State Law Examination
    2014-04-24
  • S65 Uniform Investment Adviser Law Examination
    1992-06-24
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Steve D Jones

View on SEC IAPD

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Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
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