Stephen Ide, financial advisor Leesburg VA
90 score

Stephen Ide

CRD Number: 6002687
Current Firm: Edward Jones

Stephen Ide (CRD# 6002687) is an Investment Advisor Representative working at Edward Jones in Leesburg, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Merritt Properties Ashburn, VA Jul 2011 - Current 5
George Sherman Land Management Upperville, VA Jun 2006 - Jul 2011 5
Washington College Chestertown, MD Dec 2010 - Jun 2011 < 1
Merritt Properites Ashburn, VA Jun 2010 - Aug 2010 < 1
Notre Dame Academy/ Simpson Middle School/ Catoctain Elementry Leesburg, VA Aug 1995 - Jun 2007 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Stephen J. Ide
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
90
Clean Record
This advisor has a clean track record with regulators.

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