Stephanie Jane Bartels

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

• 09/2008 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

rental property Type of business: real estate Long Beach, CA Start date: 2/8/2016 landlord/owner Hours per week: 0 Hours during trading: 0 Manage and Maintain Property

Exams

• S66 Uniform Combined State Law Examination
  2008-12-05

Other Names

• Stephanie Bangert
• Stephanie Jane Bangert
• Stephanie Jane Bartels