Zachary Stephens, financial advisor Willis TX

Zachary Stephens

CRD Number: 7096776
Current Firm: Edward Jones

Zachary Stephens (CRD# 7096776) is an Investment Advisor Representative working at Edward Jones in Willis, TX and has over 3 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2019 - Current 3
Bleyl Engineering Conroe, TX Jul 2018 - Apr 2019 < 1
Cru Austin, TX Aug 2017 - Jul 2018 < 1
American Civil Engineering Services Conroe, TX Jun 2015 - Jul 2017 2
Dictson Tree Removal College Station, TX Feb 2015 - May 2015 < 1
Firestone Complete Auto Care Bryan, TX Aug 2013 - Feb 2015 1
San Jacinto River Authority Conroe, TX May 2014 - Aug 2014 < 1
Full-time School College Station, TX May 2011 - Aug 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Zachary Stephens
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
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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