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 10 years of experience in the finance industry.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
Northwestern Mutual Investment Services,llc
|Edward Jones||St Louis, MO||Jun 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- 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)