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portrait of Jeffrey Steiner
FINANCIAL ADVISOR

Jeffrey Steiner

3012 East Hebron Pkwy Ste 112, Carrollton, TX 75010opens in a new window
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About Jeffrey

I began my career in financial services with Southwest Securities in 1994. Prior to joining Edward Jones, I spent four years at UMB Bank helping them establish a trading desk in Dallas. My commitment to my customers flows from my experiences in life. My wife and I married in 1989 and we have two daughters that we are very proud of. My older daughter is pursuing a career in nursing and my younger daughter is currently working towards her BA in accounting. She spent two years training dressage horses before determining that her career passions were in a different arena....

Focus Areas

  • Retirement Savings Strategies
  • College Savings
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Business Retirement Plans
  • New Investors

Work History

  • Edward JonesMarch 2020 to Current

Education

  • San Francisco State UniversityBachelors

Personal Interests

  • Golfing
  • Spending Time with Family
  • Football
  • Horseback Riding
  • Trivia

Team Members

  • Ashley Farley
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 06:00PM
Tue 08:30AM - 06:00PM
Wed 08:30AM - 06:00PM
Thu 08:30AM - 06:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(972) 798-8446

Fax

(877) 615-3330

Office Address

3012 East Hebron Pkwy Ste 112
Carrollton, TX 75010opens in a new window

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