Steven E Torgerson

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

• 11/2021 → Present
  Edward Jones
  St Louis, MO
• 07/1996 → 11/2021
  United States Marine Corps
  Various, CA
• 05/2017 → 12/2018
  Rawhyde Adventures / Mountain Enterprises, Inc
  Castaic, CA
• 04/2019 → 06/2021
  Elizabeth's Sweet Treats
  Twentynine Palms, CA
• 06/2018 → 12/2018
  Seacom
  Butte, MT

Other Businesses

Elizabeth's Sweet Treats Type: Home-based Bakery Date: 04/01/19 Title: Co-Owner Trad Hrs: 0 Tot Hrs: 0 City-State: Monument CO" * US Government Monument, CO Start date: 2/1/2022 Hours per week: 0 Hours during trading: 0 0 *

Exams

• S66 Uniform Combined State Law Examination
  2022-01-04

Designations

• Certified Financial Planner

Other Names

• Steven Elliott Torgerson