Stephanie
Koop

Edward Jones

CRD#5974494
Investment Advisor
in Tempe, AZ

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About this Advisor

Stephanie Koop is a financial advisor in Tempe, Arizona. Currently a registered investment advisor with Edward Jones, Koop has 11 years of practice in the financial advisory industry. Koop maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Koop is registered to act as an advisor in Arizona. Over the course of their career, they have held roles at Campus Crusade For Christ, Arizona State University, American Campus Communities, Zoe'S Trunk Inc, Aflac and Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and operates out of 12,884 additional brick-and-mortar locations throughout the United States. As a registered advisory firm, Edward Jones oversees $312 billion in assets dispersed across 2,500,304 accounts and employs more than 23,510 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones provides 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

11 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

Stephanie Koop Work History

Stephanie has 11 years of experience.

2011 - Present (8 years)

Edward Jones

2011 - 2011 (< 1 year)

Aflac

2010 - 2015 (5 years)

Zoe'S Trunk Inc

2010 - 2011 (1 year)

Arizona State University

2009 - 2010 (1 year)

Campus Crusade For Christ

2008 - 2009 (1 year)

American Campus Communities

2007 - 2009 (2 years)

Arizona State University

Disclosures

Stephanie Koop has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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