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About this Advisor
Stacy Siewert is a financial advisor located in Tempe, Arizona. Currently a registered financial advisor at Edward Jones, they have accumulated 11 years of practice in the financial advisory industry. Siewert maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Siewert is able to act as a financial advisor in Arizona. Siewert has spent their complete career at Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and operates out of 13,586 other brick-and-mortar locations across the country. In total, Edward Jones oversees $329 billion in assets dispersed across 3,047,151 accounts and employs more than 23,408 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. The firm manages 996,779 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 9% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Edward Jones can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Stacy Siewert Work History
Stacy has 12 years of experience.
Stacy Siewert has no disclosures.
Please visit their SEC profile for more details.
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