Steven
Barnett

Edward Jones

CRD#6662703
Investment Advisor
in Tempe, AZ

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About this Advisor

Steven Barnett is an advisor who is based out of Tempe, Arizona. Currently an investment advisor with Edward Jones, Barnett has 11 years of professional experience. Barnett holds a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Barnett is registered to advise investors in Arizona. Barnett has gained experience at Edward Jones, Grand Canyon University, Westermeyer Industries, Highland High School, Dominos, Chandler-Gilbert Community College and Environmental Drain And Odor Control Service. Edward Jones is based out of Tempe, Arizona, and has 12,884 additional locations in the United States. As a company, Edward Jones manages $312 billion in assets across 2,500,304 client accounts and retains more than 23,510 people. The firm's total assets under management places it among the largest firms in the United States. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the firm's customers are high-net-worth individuals, meaning they have more 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

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

Steven Barnett Work History

Steven has 11 years of experience.

2016 - Present (3 years)

Edward Jones

2015 - 2016 (1 year)

Environmental Drain And Odor Control Service

2014 - 2016 (2 years)

Grand Canyon University

2014 - 2016 (2 years)

Grand Canyon University

2013 - 2014 (1 year)

Dominos

2011 - 2011 (< 1 year)

Westermeyer Industries

2011 - 2013 (2 years)

Chandler-Gilbert Community College

2010 - 2010 (< 1 year)

Westermeyer Industries

2007 - 2011 (4 years)

Highland High School

Disclosures

Steven Barnett 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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