Nathaniel Perry Stevens

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

• 01/2020 → 05/2024
  Cuso Financial Services, L.P.
  San Diego, CA
• 01/2020 → 05/2024
  Spokane Teachers Credit Union
  Spokane, WA
• 10/2017 → 12/2019
  U.S. Bank
  Spokane, WA
• 06/2016 → 10/2017
  Moses Lake Industries
  Moses Lake, WA
• 07/2011 → 07/2016
  Papa Murphy's
  Spokane, WA
• 05/2024 → Present
  Edward Jones
  Saint Louis, MO
• 09/2017 → 06/2019
  Student
  Cheney, WA

Previous Registrations

• 2020-08-26 → 2024-05-15
  Cuso Financial Services, L.P.
  San Diego, CA
  Spokane, WA
  Kennewick, WA
  Pasco, WA
  Richland, WA
  Spokane, WA

Exams

• S66 Uniform Combined State Law Examination
  2020-08-25

Other Names

• Nathaniel Stevens