Zachary StephensCRD 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.
Equitable Advisors, LLC
Cetera Advisor Networks LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- 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
- Pension consulting services
- 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, WY
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