Stephanie
Cumming

Edward Jones

CRD#5335460
Investment Advisor
in Seattle, WA

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About this Advisor

Stephanie Cumming is an investment advisor in Seattle, Washington. Currently an investment advisor with Edward Jones, Cumming has 13 years of work experience as a financial advisor. Cumming has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Cumming is registered to work with investors based out of Texas and Washington. Cumming has worked their career at Edward Jones. Edward Jones is headquartered in Seattle, Washington, and operates out of 14,439 brick-and-mortar locations in the United States. As a company, Edward Jones manages $423 billion in assets dispersed across 3,336,586 accounts and retains more than 25,919 people. The amount of assets the firm manages makes it one of the biggest 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 clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Edward Jones offers 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 66

Years of Experience

13 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

15235 Aurora Ave North Ste 101
Seattle, WA 98133

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

WA Average: 458
Total Number of Accounts

3,336,586

WA Average: 33,415
Average Account Size

$126,847

WA 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

Stephanie Cumming Work History

Stephanie has 13 years of experience.

2007 - Present (14 years)

Edward Jones

Disclosures

Stephanie Cumming 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.

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