Shawn StevensCRD Number: 5287355
Current Firm: Edward Jones
Shawn Stevens (CRD# 5287355) is an Investment Advisor Representative working at Edward Jones in South Bend, IN and has over 9 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Edward Jones||St Louis, MO||Jun 2007 - Current||10|
|Edward Jones||South Bend, IN||Jan 2007 - Jun 2007||< 1|
|Hacienda||Mishawaka, IN||Jan 2004 - Jun 2007||3|
|Equity Property Management||Granger, IN||Aug 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)