Stuart, FL Colorado Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$994,369,379,669
ClientsTotal clients
4,030,222
AdvisorsAdvisors at this office
2
Of 24,095 advisors across 14,150 offices
Location
522 Colorado Ave
Stuart FL 34994-3065
Advisors at this office
2
Advisors at this office
Anthony C
Series 63, Series 66
Stuart, FL
Edward Jones
Anthony Caputo is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions at Charles Schwab & Co Inc, Drive Shack, and TradePro Securities Inc. 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 under management and provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Ronald S
Series 66
Stuart, FL
Edward Jones
Ronald Shultz Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he is the owner of a commercial rental property business in Stuart, Florida. 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 and investment options, supported by a large network of financial advisors and branch offices nationwide.
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