Steven Alan Reese

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

• 01/2006 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Commercial Real Estate Hickory, NC Start date: 10/1/2008 Partner Hours per week: 1 Hours during trading: 0 COLLECT RENT PAYMENT (ELECTRONICALLY) AND PAY BILLS. The Shoppes at Viewmont Square OA Hickory, NC Start date: 12/5/2016 Vice President / Director Hours per week: 0 Hours during trading: 0 Member/VP of the owners association, maintain property. 1379 Viewmont Square LLC Type of business: Commercial Real Estate Hickory, NC Start date: 10/1/2008 Partner Hours per week: 1 Hours during trading: 0 Maintain property.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-01
• S63 Uniform Securities Agent State Law Examination
  2006-03-17

Other Names

• Steven A Reese