Stacy
Siewert

Edward Jones

CRD#5479221
Investment Advisor
in Tempe, AZ

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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

Series 66

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

8620 South River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

AZ Average: $11,469,110,461
Total Number of Employees

23,408

AZ Average: 458
Total Number of Accounts

3,047,151

AZ Average: 33,415
Average Account Size

$107,966

AZ Average: $343,232

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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.

2008 - Present (12 years)

Edward Jones

Disclosures

Stacy Siewert has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

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