Steven
Reese

Edward Jones

CRD#5083819
Investment Advisor
in Hickory, NC

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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

Series 63, Series 66

Years of Experience

14 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

1379 North Center Street
Hickory, NC 28601

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

NC Average: $11,469,110,461
Total Number of Employees

25,919

NC Average: 458
Total Number of Accounts

3,336,586

NC Average: 33,415
Average Account Size

$126,847

NC 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 Reese Work History

Steven has 14 years of experience.

2006 - Present (15 years)

Edward Jones

Disclosures

Steven Reese has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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.

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