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portrait of Bart Stein
FINANCIAL ADVISOR

Bart Stein

1230 Oregon Ave SW, Suite B, Bandon, OR 97411opens in a new window
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About Bart

In 2001, I joined Edward Jones as a financial advisor, opening the firm's first branch office in Bandon.

I became a partner with Edward Jones in 2011. I have served the firm as a member of the regional leadership team, a field trainer for new financial advisors, a coach for more advanced financial advisors and as a visiting veteran in classroom settings in both our St. Louis and Tempe training centers.

I earned a bachelor's degree and did graduate work in biochemistry at San Diego State University in San Diego, CA. I started and operated a small business in San...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Domestic Partner Finances
  • Divorce Finances

Work History

  • Edward JonesMarch 2001 to Current

Education

  • San Diego State UnivBachelor of Science

Team Members

  • Erin Robertson
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(541) 329-4334

Fax

(877) 359-8460

Office Address

1230 Oregon Ave SW
Suite B
Bandon, OR 97411opens in a new window

Mailing address

P O Box 333
Bandon, OR 97411

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