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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
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
Stefan Shilgalis Work History
Stefan has 11 years of experience.
Waddell & Reed, Inc
Pruco Securities, LLC
The Prudential Insurance Company Of America
Stefan Shilgalis has disclosures.
Please visit their SEC profile for more details.