Stefan
Shilgalis

Edward Jones

CRD#4759154
Investment Advisor
in Austin, TX
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About this Advisor

Stefan Shilgalis is a certified financial planner working in Austin, Texas, with 11 years of financial industry experience. Shilgalis works at Edward Jones. During their career, the advisor has held roles at Usaa, Edward Jones, Waddell & Reed, Inc, Pruco Securities, LLC and The Prudential Insurance Company Of America. Shilgalis holds Series 66 and Series 63 licenses, designating them as a securities agent, and is approved to work in Texas. Edward Jones is a registered investment company that has its headquarters in Austin, Texas. The company has offices in 12,884 locations and a total of 23,510 people on staff. It handles $312 billion in assets under management among its 2,500,304 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 852 charitable organizations. Of its 2,500,304 client accounts, just 7% belong to high-net-worth clients who have greater than $1 million in assets. Edward Jones provides a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management depend on which service is provided. Fees charged by Edward Jones may include asset-based and other fees.

Certifications and Registrations

Series 66, Series 63, Certified Financial Planner

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

Yes

Office Location

609 Castle Ridge Rd Suite 215
Austin, TX 78746

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Edward Jones Brokerage Details

Total Assets Under Management

$311,986,498,067

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

23,510

TX Average: 458
Total Number of Accounts

2,500,304

TX Average: 33,415
Average Account Size

$124,779

TX 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

Stefan Shilgalis Work History

Stefan has 11 years of experience.

2016 - Present (3 years)

Edward Jones

2016 - 2016 (0 years)

Waddell & Reed, Inc

2016 - 2016 (0 years)

Pruco Securities, LLC

2016 - 2016 (0 years)

The Prudential Insurance Company Of America

2012 - 2016 (4 years)

Usaa

2007 - 2012 (5 years)

Usaa

Disclosures

Stefan Shilgalis has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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