Best Investors Account Sign in

Steven G Connell

Edward Jones

Port St Lucie, FL

CRD 5029537

Claim This Profile
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_RES 2018-12-27
FL RA APPROVED 2014-11-12
  • TX RA
    APPROVED_RES
    Since 2018-12-27
  • FL RA
    APPROVED
    Since 2014-11-12

Branch Locations

7043 S Us Hwy 1 Ste 203, Port St Lucie, FL 34952 • 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 11/2014 Present
Previous Registrations
  • 2008-08-05 → 2014-11-11
    Jensen Beach, FL
    Jensen Beach, FL
    Boca Raton, FL
    Stuart, FL
    Orlando, FL
    Orlando, FL
    Boca Raton, FL
    Boca Raton, FL
    Stuart, FL
    Orlando, FL
    Palm City, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-25
S63 Uniform Securities Agent State Law Examination 2005-12-07
  • S66 Uniform Combined State Law Examination
    2008-07-25
  • S63 Uniform Securities Agent State Law Examination
    2005-12-07
Other Names
  • Steve Gregory Connell
  • Steve Connell
  • Steven Gregory Connell

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Port St Lucie, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor