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Stephen Selige Jr.

Advisor at Edward Jones

Updated today

Location

Olyphant, PA 18447-2174

Credentials

Series 66

Industry experience

9 years

About

Stephen Selige Jr. is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Suburban Casuals for six years. Outside of his advisory role, he has interests in gas royalties through Expand Energy Corporation. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a network of over 23,000 financial advisors nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

1444 E Lackawanna Ave, Ste 107

Olyphant, PA 18447-2174

Most active in

Pennsylvania

Work history

Edward Jones

2016 - Present (10 years)

Suburban Casuals

2010 - 2016 (6 years)

Disclosures

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

Business activities & affiliations

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Business sale tax planning Business succession planning
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Active portfolio management Options & derivatives strategies
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Series 65

West Pittston, PA

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Retirement income strategy Cash flow / budgeting Long-term care insurance Tax-loss harvesting Founder/Business Owner Mid-Career Professionals Approaching retirement
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