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Stephen Michael Sklar

Edward Jones

Port Townsend, WA

CRD 6332740

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-19
WA RA APPROVED 2016-03-01
  • TX RA
    APPROVED
    Since 2025-09-19
  • WA RA
    APPROVED
    Since 2016-03-01

Branch Locations

2500 W Sims Way Ste 202, Port Townsend, WA 98368 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2015 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-07
  • S66 Uniform Combined State Law Examination
    2015-10-07
Designations
  • Certified Financial Planner
Other Names
  • Stephen Michael Sklar

View on SEC IAPD

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Nearby Investors

Charles Russell Hoover
Kathleen Patricia Schott
ROBERT DECKER

Nearby Offices

EDWARD JONES · PORT TOWNSEND, WA
WELLS FARGO CLEARING SERVICES, LLC · PORT TOWNSEND, WA
EDWARD JONES · PORT TOWNSEND, WA

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