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Stephanie Horner

Edward Jones

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About Stephanie Horner

Stephanie Horner is a financial advisor currently with Edward Jones, a firm based in St. Louis, Missouri. Stephanie has been in the financial industry since 2006. Prior to Edward Jones, Stephanie Horner was a financial advisor with LPL Financial LLC, Lincoln Financial Securities Corporation, Lincoln Financial Advisors Corporation, NRP FINANCIAL, INC., and The Lincoln National Life Insurance Company. Stephanie Horner is licensed to sell securities in the states of Indiana and Missouri. Stephanie Horner is a registered representative of Edward Jones and has the Series 4, 6, 7, 24, 52, 53, 63, 66, 99TO and SIE licenses. Stephanie Horner is an active participant in the financial industry.

Firm Information

Stephanie Horner is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Stephanie Horner’s Registration & Firm History

IN

03/09/2023 - Present

Edward Jones (Fort Wayne IN)

IN

02/08/2023 - 03/10/2023

LPL FINANCIAL LLC (FORT WAYNE IN)

IN

10/02/2013 - 05/09/2022

LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)

IN

10/16/2009 - 05/09/2022

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

05/05/2008 - 10/23/2009

NRP FINANCIAL, INC. (FORT WAYNE IN)

IN

10/01/2004 - 05/23/2007

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

10/01/2004 - 05/23/2007

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 04/09/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/09/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/10/2010

Series 4 - Registered Options Principal Examination

BC

Issued 03/09/2010

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/14/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2008

Series 7 - General Securities Representative Examination

BC

Issued 09/30/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Stephanie Horner.
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