Stephanie Goans

CRD 5050884

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2019-01-02
MO	RA	APPROVED	2018-06-15

TX RA
APPROVED

Since 2019-01-02
MO RA
APPROVED

Since 2018-06-15

Branch Locations

11 S Fairview Road Suite 109, Columbia, MO 65203 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	04/2018	Present
Flat Branch Home Loans	Columbia	MO	02/2014	04/2018

04/2018 → Present

Edward Jones

St Louis, MO
02/2014 → 04/2018

Flat Branch Home Loans

Columbia, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-06-14
S63	Uniform Securities Agent State Law Examination	2007-06-08

S66 Uniform Combined State Law Examination

2018-06-14
S63 Uniform Securities Agent State Law Examination

2007-06-08

Other Names

Stephanie Kim Turner
Stephanie Turner

View on SEC IAPD

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