Stephen Lee Ulsh

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:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2013-09-23

TX RA
APPROVED

Since 2013-09-23

Branch Locations

1110 Nasa Pkwy Suite 202, Nassau Bay, TX 77058 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	07/2013	Present

07/2013 → Present

Edward Jones

St Louis, MO

Other Businesses

Aslan Federal Type of business: Government Contracting Services Gainesville, VA Start date: 4/24/2025 Chief Financial Officer Hours per week: 1 Hours during trading: 0 Identify government contracting opportunities and contractors for government work. * The Department of Veterans Affairs NW Washington, DC Start date: 1/1/2026 Hours per week: 0 Hours during trading: 0 0

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-09-20

S66 Uniform Combined State Law Examination

2013-09-20

Designations

Chartered Financial Consultant

View on SEC IAPD