Steven E Ervin
Investment adviser representative at Edward Jones
22 yearsExperience
2 statesRegistered 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
22 years in the industry.
- Edward JonesMay 2024 to now
- Voya Financial AdvisorsJun 2023 to May 2024
- Corecap Investments, LLCDec 2022 to Jun 2023
- Cooper Adel Vu FinancialNov 2022 to Jun 2023
- Allstate FinancialJan 2022 to Nov 2022
- Wesbanco Securities, Inc.Oct 2021 to Dec 2021
- Golden ReserveJul 2021 to Sep 2021
- Equitable Advisors, LLCFeb 2021 to Aug 2021
- Western & Southern Life InsuranceOct 2020 to Feb 2021
- UnemployedSep 2020 to Oct 2020
- State Security LLCFeb 2020 to Sep 2020
- UnemployedJan 2020 to Feb 2020
- R.d.wilson and Sons CoSep 2019 to Jan 2020
- Ervin Brothers Janitorial IncNov 2004 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 6899675
- Firm CRD
- 250