Stefan A Szygiel

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

• 11/2017 → 09/2022
  Girard Investment Services, Llc F/K/A Univest Investments, Inc.
  Souderton, PA
• 04/2015 → 11/2017
  West Chester United Soccer Club
  West Chester, PA
• 06/2013 → 02/2022
  Central Bucks School District
  Doylestown, PA
• 06/2008 → 11/2017
  Iq Sports Academy Llc
  Doylestown, PA
• 09/2022 → 07/2023
  Jfs Wealth Advisors, Llc
  Doylestown, PA
• 06/2016 → 06/2020
  Lenape Valley Soccer Club
  Doylestown, PA
• 08/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2022-10-03 → 2023-07-12
  Jfs Wealth Advisors, Llc
  Doylestown, PA
• 2018-04-03 → 2022-09-13
  Girard Advisory Services, Llc
  Souderton, PA

Exams

• S66 Uniform Combined State Law Examination
  2018-02-27

Designations

• Certified Financial Planner

Other Names

• Stefan Andrew Szygiel