Steven Schmittle, financial advisor Oberlin OH

Steven Schmittle

CRD Number: 6435008
Current Firm: Edward Jones

Steven Schmittle (CRD# 6435008) is an Investment Advisor Representative working at Edward Jones in Oberlin, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO May 2015 - Current 8
Retirement Disability Lorain, OH Oct 2013 - May 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
S63 Uniform Securities State Law Examination Jul 2014
Contact Info for Steven S. Schmittle
Phone Number: 314-515-2000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
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
  • Pension consulting services
  • 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, WY

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