Stephen Moore, financial advisor Folsom CA
88 score

Stephen Moore

CRD Number: 6076725
Current Firm: Edward Jones

Stephen Moore (CRD# 6076725) is an Investment Advisor Representative working at Edward Jones in Folsom, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Oct 2014 - Current 2
Edward Jones Folsom, CA Aug 2013 - Oct 2014 1
Folsom Sports Complex Folsom, CA Jun 2013 - Aug 2013 < 1
Unemployed San Diego, CA Sep 2012 - Apr 2013 < 1
Edward Jones Folsom, CA Jun 2012 - Aug 2012 < 1
Unemployed San Diego, CA Sep 2011 - Jun 2012 < 1
Self-run Folsom, CA Jun 2011 - Aug 2011 < 1
No Employer Folsom, CA Aug 2004 - Jun 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Stephen S. Moore
Phone Number: 314-515-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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