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About this Advisor
Stevi Mumma is an advisor in Tempe, Arizona. Currently an investment advisor with Edward Jones, they have accumulated 12 years of professional experience as a registered investment advisor. Mumma holds Series 63 and Series 66 licenses, certifying them as a securities broker. Mumma is able to act as a financial advisor based out of Arizona. Mumma has spent their entire career at Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and operates out of 12,884 other offices throughout the nation. As a registered advisory firm, Edward Jones oversees $312 billion in assets throughout 2,500,304 client accounts and employs more than 23,510 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the nation. The firm manages 917,687 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the firm's investors 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
Stevi Mumma Work History
Stevi has 12 years of experience.
Stevi Mumma has no disclosures.
Please visit their SEC profile for more details.
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