Steven Much (CRD# 7677013) is an Investment Advisor Representative working at Edward Jones in Valley Center, CA and has 1 year of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
CRD# 1563615
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Jan 2023 - Current | 1 |
Cox Communications | Chandler, AZ | Jul 2019 - Jan 2023 | 3 |
Valley Center High School (pauma Unified School District) | Valley Center, CA | Jan 2018 - Jun 2020 | 2 |
Saint Frances Episcopal Church | Pauma Valley, CA | Jan 2019 - Jan 2020 | 1 |
Sears And Roebuck Company | Escondido, CA | Jan 2018 - May 2019 | 1 |
Welk Resorts Group | Escondido, CA | Jun 2017 - Jan 2018 | < 1 |
Winco Food | San Marcos, CA | Jan 2017 - May 2017 | < 1 |
High School | Valley Center, CA | Jan 2013 - Jan 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- CA
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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