St Louis, MO 10115 Manchester Rd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,118 advisors across 14,150 offices

Location

10115 Manchester Rd Suite 201

St Louis MO 63122-1557

Advisors at this office

4

Advisors at this office

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Stephanie S

Series 66

St Louis, MO

Edward Jones

Stephanie Schultheis is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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

John T

CFP®, Series 66

St Louis, MO

Edward Jones

John Thies is a CFP® and Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri, bringing nine years of industry experience. Before joining Edward Jones in 2017, he operated John Thies LLC and has been self-employed since 2012. Outside of financial advising, he works as a baseball instructor and occasionally coaches games. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Robert S

Series 63, Series 66

St Louis, MO

Edward Jones

Robert Steiner is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Steiner serves on the Executive Advisory Board at Saint Louis University and is a member of the Board of Directors for Lafayette Industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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

Asma U

CFP®, CFA®, Series 63, Series 66

St Louis, MO

Edward Jones

Asma Usmani is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® and CFA® designations with 14 years of industry experience. She has been associated with Edward Jones and its predecessor firm since 1995. Outside of her advisory role, she serves on finance and investment committees for several nonprofit organizations and volunteers as a teacher and mentor for investment education. Usmani is also the creator and author of business strategy games through her entertainment venture, Exponential Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a national network of advisors and branch offices. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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