Stephen WestphalCRD Number: 1442073
Current Firm: Edward Jones
Stephen Westphal (CRD# 1442073) is an Investment Advisor Representative working at Edward Jones in Temple, TX and has over 30 years of experience in the finance industry.
Financial Planning Professionals, Inc.
Bbva Wealth Solutions Inc.
|Edward D. Jones & Company, LP||Temple, TX||Aug 1985 - Current||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
|S66||NASAA Uniform Combined State Law Examination||Jan 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