About this Advisor
Steven Reese is an advisor who is based in Hickory, North Carolina. Currently a registered advisor with Edward Jones, they have gathered 14 years of work experience. Reese has Series 63 and Series 66 licenses, qualifying the advisor as a securities agent. Reese is registered to advise investors in North Carolina and Texas. Reese has spent their entire career at Edward Jones. Edward Jones is headquartered in Hickory, North Carolina, and has 14,439 additional offices across the United States. As an advisory firm, Edward Jones manages $423 billion in assets across 3,336,586 accounts and employs more than 25,919 people. The firm's total assets under management places it among the largest financial advisory firms in the country. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. 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's fees may include 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
Steven Reese Work History
Steven has 14 years of experience.
Steven Reese has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.