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About this Advisor
Stacy Siewert is a financial advisor in Tempe, Arizona. Currently an advisor at Edward Jones, Siewert has 10 years of practice as a registered advisor. Siewert has a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Siewert can advise customers based out of Arizona. Siewert has worked their career at Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and has 12,884 brick-and-mortar locations across the nation. As a registered advisory firm, Edward Jones manages $312 billion in assets dispersed across 2,500,304 accounts and retains more than 23,510 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Edward Jones can offer 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 10 years of experience.
Stacy Siewert has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
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