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Steven C. Jones

Edward Jones

Ooltewah, TN

Lake City, FL

CRD 2381102

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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
TN RA APPROVED 2025-10-16
TX RA APPROVED_RES 2018-12-10
FL RA APPROVED 2007-03-14
  • TN RA
    APPROVED
    Since 2025-10-16
  • TX RA
    APPROVED_RES
    Since 2018-12-10
  • FL RA
    APPROVED
    Since 2007-03-14

Branch Locations

Ooltewah, TN • United States

2929 West U S Highway 90 Suite 114, Lake City, FL 32055-7283 • 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 07/1993 Present
Other Businesses

Six Zero Pickleball Date: 07/05/23 Trad Hrs: 0 Tot Hrs: 0 Desc: Free Equipment, commisions City-State: Moffat Beach QL"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-02
S63 Uniform Securities Agent State Law Examination 1994-09-16
  • S66 Uniform Combined State Law Examination
    2007-03-02
  • S63 Uniform Securities Agent State Law Examination
    1994-09-16
Designations
  • Certified Financial Planner
Other Names
  • Steven Curtis Jones

View on SEC IAPD

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