Stephanie Rae Duffield

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

• 04/2009 → Present
  Edward Jones
  Navarre, FL

Other Businesses

Seward Bear Creek Retreat LLC Type of business: Rental House Seward, AK Start date: 12/1/2025 Owner Hours per week: 0 Hours during trading: 0 I inherited a house from my dad last year. I created an LLC to do short term rentals starting summer 2026.

Exams

• S66 Uniform Combined State Law Examination
  2009-07-02

Designations

• Certified Financial Planner

Other Names

• Stephanie Rae Duffield
• Stephanie Rae Saulsburg
• Stephanie Rae Saulsbury