Steve Fred Shmatko

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

• 08/2003 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Rental property Type of business: rental property Peoria, AZ Start date: 12/1/2014 Homeowner Hours per week: 0 Hours during trading: 0 Desc: Maintain property Sun City Mid Week Bell Club Sun City, AZ Start date: 7/1/2012 Board member/ Secretary Hours per week: 0 Hours during trading: 0 Desc: I am in a leadership position where I am part of our membership growth team/ I am a signor for club checking account but do not have access to check book. I am secretary of club Business Networking International Scottsdale, AZ Start date: 5/15/2005 Education Coordinator Hours per week: 0 Hours during trading: 0 Desc: I am a member of BNI since 2005. I am president of thus chapter

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-10-09