Stephanie K Palomino
Investment adviser representative at Edward Jones
11 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Edward JonesOct 2024 to now
- Tte Law Group LLPMar 2022 to Sep 2024
- US Bankruptcy CourtJan 2022 to Mar 2022
- US Securities & Exchange CommissionSep 2021 to Dec 2021
- M Holdings Securities, IncNov 2017 to Sep 2021
- Bank of America, N.A.Sep 2015 to Oct 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6564593
- Firm CRD
- 250