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Rory E Stelzer

Edward Jones

Cambridge, OH

CRD 6838963

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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
OH RA APPROVED 2017-11-13
  • OH RA
    APPROVED
    Since 2017-11-13

Branch Locations

351 Highland Ave, Cambridge, OH 43725-2061 • 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
Southeastern Ohio Regional Medical Center Cambridge OH 11/2012 08/2017
  • 08/2017 → Present
    St Louis, MO
  • 11/2012 → 08/2017
    Southeastern Ohio Regional Medical Center
    Cambridge, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-10
  • S66 Uniform Combined State Law Examination
    2017-11-10
Other Names
  • Rory Elizabeth Cox
  • Rory Stelzer

View on SEC IAPD

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