Connor G Stefan
Investment adviser representative at Edward Jones
12 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
12 years in the industry.
- Edward JonesDec 2025 to now
- United Parcel ServiceNov 2023 to Dec 2023
- Self Employed Csmn Painting LLCJul 2022 to Nov 2025
- RevolvrJul 2020 to Jul 2022
- Westslope CorporationApr 2020 to Jun 2020
- Full-time EducationAug 2019 to Mar 2020
- Blinds GuyMay 2019 to Jul 2019
- Panzer Sports LLCSep 2018 to Feb 2019
- Un-employedMay 2018 to Aug 2018
- Panzer Sports LLCOct 2017 to Apr 2018
- Camp MishawakaJun 2017 to Aug 2017
- Grand Rapids High SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 8198367
- Firm CRD
- 250