Stephen Albert Zahka

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

• 05/2010 → 11/2016
  Wells Fargo Advisors Llc
  Wellesley, MA
• 11/2016 → 04/2022
  Wells Fargo Clearing Services, Llc
  Wellesley, MA
• 04/2022 → 08/2025
  Ameriprise Financial Services, Llc
  Westborough, MA
• 08/2025 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2022-04-01 → 2025-09-10
  Ameriprise Financial Services, Llc
  Westborough, MA
  Marlborough, MA
• 2010-06-01 → 2022-04-06
  Wells Fargo Clearing Services, Llc
  Wellesley, MA
• 2004-09-09 → 2010-06-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley Hills, MA
  Wellesley Hills, MA

Other Businesses

Various local restaurants Marlborough, MA Start date: 8/3/2025 Hours per week: 0 Hours during trading: 0 No responsibilities Entertainment Marlborough, MA Start date: 9/3/2025 Musician Hours per week: 1 Hours during trading: 0 Currently performing approx once per month in local eating establishments singing and playing guitar.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-20
• S63 Uniform Securities Agent State Law Examination
  1984-02-03

Designations

• Certified Financial Planner