George Stefanou

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

• 06/2009 → Present
  Edward Jones
  St Louis, MO

Other Businesses

SoDo District Orlando, FL Start date: 1/3/2022 Board member and Treasurer Hours per week: 0 Hours during trading: 0 Board member, Treasurer which does include check writing however all checks must be secondarily signed by the board president before being able to be cashed. Commercial Property Type of business: Investments Saint Louis, MO Start date: 1/1/2019 LPT Hours per week: 0 Hours during trading: 0 Two Comma Wealth Book Type of business: Published Book Ormond Beach, FL Start date: 9/16/2024 Author Hours per week: 1 Hours during trading: 0 Author a book on how perspectives, strategies, and attitudes toward money differ for people who¿s net worth reach and surpass a million dollars.

Exams

• S66 Uniform Combined State Law Examination
  2009-09-04

Designations

• Certified Financial Planner