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)
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