Stephen W Harris

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

• 11/2014 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Inspired Minds Group Type of business: S-Corp Elkhart, IN Start date: 4/17/2023 Owner Hours per week: 1 Hours during trading: 0 Desc: This is a business started by a college friend. Two others (best friends) have bought into his book reselling business. I will be on a bi-monthly call on Wednesday evenings to discuss decisions and opportunities. I will not be doing any of the buying or selling of the books.

Exams

• S66 Uniform Combined State Law Examination
  2015-01-02

Designations

• Certified Financial Planner

Other Names

• Steve Harris
• Stephen Harris
• Stephen Wayne Harris