Jeffrey John Stonecliffe

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

• 12/2016 → Present
  Edward Jones
  Saint Louis, MO
• 04/2016 → 12/2016
  National Dental Integrators Of Chicago Llc
  Chicago, IL

Previous Registrations

• 2015-02-27 → 2016-04-26
  Edward Jones
  Wauconda, IL
  St Louis, MO
  Wauconda, IL
  Wauconda, IL

Other Businesses

AmSpirit Business Connections Type of business: Networking Columbus, OH Start date: 12/1/2023 Director Hours per week: 1 Hours during trading: 1 Desc: Attend AmSpirit chapters in the Chicagoland area. Assist chapter growth, adherence to the handbook/operations, mentorship and supporting the launch of new chapters.

Exams

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