Stephen Daste

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

• 07/2006 → 03/2018
  Ffc Capital Advisors, Llc
  New Orleans, LA
• 03/2018 → 10/2022
  Raymond James & Associates, Inc
  New Orleans, LA
• 10/2022 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2018-03-21 → 2022-10-25
  Raymond James & Associates, Inc.
  New Orleans, LA
  New Orleans, LA
  New Orleans, LA
• 2006-10-02 → 2018-11-13
  Ffc Capital Management
  New Orleans, LA
• 2006-07-25 → 2006-09-26
  Fsc Securities Corporation
  New Orleans, LA

Other Businesses

SEADASTE LLC Type: Family owned LLC Date: 11/01/07 Title: Partner Trad Hrs: 0 Tot Hrs: 1 Desc: Maintaining registration with State. City-State: Opelousas LA The Black School Type of business: Independant Alternative School New Orleans, LA Start date: 1/2/2024 Board Member Hours per week: 1 Hours during trading: 0 Desc: Oversight of School operations

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-04-16
• S63 Uniform Securities Agent State Law Examination
  1992-11-12

Other Names

• Stephen Michael Daste