Stephen Kirk, financial advisor Marietta OH

Stephen Kirk

CRD Number: 6168744
Current Firm: Edward Jones

Stephen Kirk (CRD# 6168744) is an Investment Advisor Representative working at Edward Jones in Marietta, 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 Aug 2019 - Current 2
Jpmorgan Securities LLC Columbus, OH Feb 2013 - Aug 2019 6
Jpmorgan Chase Bank Na Columbus, OH Sep 2008 - Feb 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Stephen Kirk
Phone Number: 314-515-2000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
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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