Christopher R Stern

Advisor at Edward Jones — Maywood, NJ

Updated today

Credentials

CFP®, Series 66

Experience

9 years

Location

Maywood, NJ 07607-2150

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,159 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Christopher Stern is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2016, he worked at Joonbug for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Maywood, NJ

25 E Spring Valley Ave Ste 200

Maywood NJ 07607-2150

Advisors at this office

1

Most active in

New Jersey

Work history

9 years of industry experience

Edward Jones

2016 - Present • 10 years

St Louis, MO

Joonbug

2011 - 2016 • 5 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Cyrus E

Series 65

Glen Ridge, NJ

Eslami & Co. Wealth Management, LLC

Cyrus Eslami is the principal of Eslami & Co. Wealth Management, LLC, an independent firm based in Glen Ridge, NJ. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked at Betterment for several years and is actively involved as a founding engineer at Warmer, a company developing AI-powered software to streamline financial advisor workflows. Additionally, he conducts independent development of automated and semi-automated mid-frequency trading strategies in US futures markets. Eslami & Co. Wealth Management provides fee-only investment management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a diversified asset-allocation strategy using ETFs, mutual funds, and targeted alternative exposures, integrating quantitative elements and tax-aware overlay strategies for select clients. The principal's background in technology and systematic trading is reflected in the firm's approach and independent trading activities.

Tax-loss harvesting Income planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance

Robert T

CFP®, Series 7, Series 63

Saddlebrook, NJ

Stirlingshire Investments

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Roth conversion strategy
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Daniel D

Series 63, Series 65, Series 7, Series 24

New York, NY

Stirlingshire Investments

Daniel Drahos is a financial advisor with Stirlingshire Investments, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Monmouth Capital Management, Worden Capital Management LLC, and Aegis Capital Corp. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, technical, and modern portfolio theory, and offers access to various investment types such as mutual funds, ETFs, fixed income, REITs, private placements, and alternative vehicles.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities

Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)
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Michael C

Series 63, Series 65

New York, NY

Stirlingshire Investments

Michael Collesano is a financial advisor at Stirlingshire Investments with four years of industry experience. He holds Series 63 and Series 65 licenses and has a legal background as the president of Michael Collesano LLM PC, a New York State licensed attorney and real estate broker. He also owns NYC Property Expo Inc., a Manhattan residential real estate brokerage. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities across both non-high-net-worth and high-net-worth segments. The firm employs a diverse investment approach combining quantitative, fundamental, technical, and modern portfolio theory analyses, offering a range of investment types and model strategies through its Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities HENRY (High Earners, Not Rich Yet) Established Professionals Retired Approaching retirement Mid-Career Professionals

Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support
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