Steven Douglas Hefner

Advisor at Edward Jones — Corinth, MS Cruise Street

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

26 years

Location

Corinth, MS 38834

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Steven Hefner is a CFP® professional with 26 years of industry experience, currently serving at Edward Jones since 1999. He is based in Corinth, MS, and holds Series 63 and Series 66 licenses. Outside of financial advising, he operates a farming business focused on hay and cattle in partnership with his brother. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large national network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy 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

Corinth, MS Cruise Street

413 Cruise Street

Corinth MS 38834

Advisors at this office

2

Most active in

Mississippi · Texas

Work history

26 years of industry experience

Edward Jones

1999 - Present • 27 years

Germantown, TN

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

Brian L

Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

Brian Langley is an investment advisor with Langley Wealth Management, LLC in Corinth, MS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Allen C. Ewing & Co., American Wealth Management, Inc., and Hayden Royal, LLC. Outside of advisory work, he is involved in agricultural ventures as a limited partner in farming and cattle operations and is an organizer of an Arkansas land leasing company. Langley Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $297 million in assets using ETFs, mutual funds, stocks, bonds, covered options, and limited partnerships, combining fundamental and technical analysis within a primarily long-term investment approach.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
user avatar

Zeb T

CFP®, Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

Zeb Taylor is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Langley Wealth Management, LLC. He has previously worked at Purshe Kaplan Sterling Investments, Hayden Royal, LLC, MWA Financial Services Inc., and Modern Woodmen Of America. Outside of his advisory role, Taylor is president of the boards for both the Northeast Mississippi Community College Foundation and Crosswind Ministries. Langley Wealth Management is an SEC-registered adviser providing wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $297 million in assets and uses a combination of fundamental and technical analysis with a long-term investment orientation, supported by continuous monitoring and formal annual reviews.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
user avatar

Aaron H

CFP®, Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

Aaron Hight is a CFP® professional with eight years of industry experience, currently serving as an advisor at Langley Wealth Management, LLC. His prior roles include positions at Haire Wealth Management, LPL Financial LLC, and MML Investors Services, LLC. Outside of advising, he teaches business courses at Blue Mountain College and coaches cross-country at Northeast Mississippi Community College. Langley Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $297 million in assets using a combination of fundamental and technical analysis, with a focus on long-term investment strategies and continuous portfolio monitoring.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Pierce L

Series 65

Corinth, MS

Langley Wealth Management, LLC

Pierce Langley is a Series 65-licensed financial advisor at Langley Wealth Management, LLC with one year of industry experience. Prior to joining Langley Wealth Management in 2024, he held positions at Atmos Energy, Rackley Oil, Mississippi State University, First American National Bank, and Pittman Construction. Langley Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $297 million in assets using a mix of ETFs, mutual funds, stocks, bonds, and other instruments, combining fundamental and technical analysis with a primarily long-term investment approach.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
user avatar

Timothy C

ChFC®, Series 63

Corinth, MS

Nfsg Corporation

Timothy Campbell is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Newbridge Securities Corporation, Newbridge Financial Services Group, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a sales agent with Campbell & Associates, focusing on life and health insurance. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies.

Wealth management
user avatar

Kimberly W

Series 63, Series 66

Guys, TN

Voya financial Advisors, Inc.

Kimberly Weston is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, Fidelity Brokerage Services LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. Voya Financial Advisors, Inc. serves a diversified client base including individual and institutional investors, offering financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary arrangements and operates as both an SEC-registered investment adviser and a broker-dealer.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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