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Stephen Coffey

Edward Jones

Dunkirk, MD

CRD 6838571

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-08-25
MD RA APPROVED 2017-11-07
  • TX RA
    APPROVED_RES
    Since 2020-08-25
  • MD RA
    APPROVED
    Since 2017-11-07

Branch Locations

10086 Southern Maryland Blvd, Dunkirk, MD 20754 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 08/2017 Present
Bank Of America Edgewater MD 09/2013 08/2017
  • 08/2017 → Present
    Edward Jones
    St Louis, MO
  • 09/2013 → 08/2017
    Bank Of America
    Edgewater, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-06
  • S66 Uniform Combined State Law Examination
    2017-11-06
Other Names
  • Stephen Coffey
  • Stephen Wade Coffey

View on SEC IAPD

Nearby Firms

CALVERT WEALTH MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.

Nearby Investors

Christina Coffey
Michael Taylor DeBord
Cory Hunter Gertz

Nearby Offices

EDWARD JONES · DUNKIRK, MD
CALVERT WEALTH MANAGEMENT, INC. · DUNKIRK, MD
EDWARD JONES · Dunkirk, MD

More in Dunkirk, MD

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