Stephen Lewis Young
Investment adviser representative at Edward Jones
5 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
5 years in the industry.
- Edward JonesDec 2020 to now
- UnemployedSep 2020 to Dec 2020
- Edward JonesFeb 2020 to Aug 2020
- Apple Inc.Apr 2019 to May 2019
- Roam Innovative WorkspaceJan 2019 to Feb 2020
- Aviem International Inc.Sep 2015 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7221475
- Firm CRD
- 250