Connor D Steck

Advisor at Edward Jones — Florence, OR 7th St

Updated today

Credentials

Series 66

Experience

1 year

Location

Florence, OR 97439

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Connor Steck is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. His prior roles include positions in education with Poudre School District and Denver Public Schools, as well as work with Lift Music School and Asgard Axe. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary 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 income strategy General estate planning guidance Inheritance planning Retirement withdrawal strategies Business exit / sale strategy

Occupation focus

Entertainment Industry

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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

Florence, OR 7th St

1441 7th St Ste B

Florence OR 97439-8582

Advisors at this office

4

Most active in

Colorado · Oregon

Work history

1 year of industry experience

Edward Jones

2025 - Present • 1 year

St. Louis, MO

Poudre School District

2024 - Present • 2 years

Fort Collins, CO

Denver Public Schools

2023 - Present • 3 years

Denver, CO

Asgard Axe

2023 - 2023 • 1 year

Wisconsin Dells, WI

Lift Music School

2019 - 2023 • 4 years

Kita City

Link Interac

2017 - 2019 • 2 years

Kamoenai

Corner Pocket Bar & Grill

2016 - 2017 • 1 year

Portage, WI

Disclosures

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

Business activities & affiliations

Ryan H

Series 66

Florence, OR

Edward Jones

Ryan Hitchcock is a financial advisor at Edward Jones with seven years of industry experience. He worked at Harwood MacAdam Wartnik Fisher & Gorman, LLC for five years before joining Edward Jones in 2018. Outside of his advisory role, he coaches junior varsity basketball at Reedsport High School in Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Retirement income strategy Wealth management ESG / Sustainable investing Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive

David M

Series 66

Florence, OR

Edward Jones

David Mosher is a financial advisor at Edward Jones in Florence, Oregon, holding a Series 66 designation with experience at several financial institutions since 2015. His prior roles include positions at Wells Fargo, Meridian Trust Federal Credit Union, Centennial Bank and Trust, and Community Banks of Colorado. Outside of his advisory work, he operates an online art store selling photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated services, supported by a large network of advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Arlena M

ChFC®, Series 66

Florence, OR

Edward Jones

Arlena Morrow is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory role, she is involved in private practice counseling and medical billing in Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Passive / index investing Military & Veterans Newlywed/Engaged Young Professionals
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