Stephanie Gerstner, financial advisor Lima OH
88 score

Stephanie Gerstner

CRD Number: 6359715
Current Firm: Edward Jones

Stephanie Gerstner (CRD# 6359715) is an Investment Advisor Representative working at Edward Jones in Lima, OH 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 Jun 2014 - Current 2
Macy's, Inc. Cincinnati, OH Nov 2008 - Jun 2014 5
Macy's, Inc. Louisville, KY Oct 2007 - Nov 2008 1
Macy's, Inc. Cincinnati, OH Aug 2006 - Oct 2007 1
Itw Vortec Blue Ash, OH Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Stephanie A. Gerstner
Phone Number: 314-515-2000
Registered State(s):
  • OH
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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