Stefan A Szygiel
Investment adviser representative at Edward Jones
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1TFirm assets
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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
18 years in the industry.
- Edward JonesAug 2023 to now
- Jfs Wealth Advisors, LLCSep 2022 to Jul 2023
- Girard Investment Services, LLC F/k/a Univest Investments, Inc.Nov 2017 to Sep 2022
- Lenape Valley Soccer ClubJun 2016 to Jun 2020
- West Chester United Soccer ClubApr 2015 to Nov 2017
- Central Bucks School DistrictJun 2013 to Feb 2022
- Iq Sports Academy LLCJun 2008 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6902799
- Firm CRD
- 250