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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
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
Stephanie Koop Work History
Stephanie has 11 years of experience.
Zoe'S Trunk Inc
Arizona State University
Campus Crusade For Christ
American Campus Communities
Arizona State University
Stephanie Koop has no disclosures.
Please visit their SEC profile for more details.
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