Stephen George, financial advisor Fredericksburg VA
88 score

Stephen George

CRD Number: 6318298
Current Firm: Edward Jones

Stephen George (CRD# 6318298) is an Investment Advisor Representative working at Edward Jones in Fredericksburg, VA 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 Apr 2014 - Current 2
C. H. Robinson Worldwide Richmond, VA May 2007 - Mar 2014 6
University Of Mary Washington Fredericksburg, VA Aug 2006 - May 2007 < 1
University Of Mary Washington Fredericksburg, VA Jan 2004 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Stephen George
Phone Number: 314-515-2000
Registered State(s):
  • VA
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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