portrait of Stephen M Herbert

About Stephen

Born, raised and educated in England, I joined Edward Jones in London, then emigrated to the US with my wife, Amanda, and children in 2004. In the US, I hold the Chartered Financial Consultant® designation, received my AAMS™ professional designation in 2011 and hold the General Securities Representatives (Series 7), Uniform Securities Agent State Law Examination (Series 63) and Combined State Law Examination (Series 66).

I had worked in the financial industry for many years prior to coming to Edward Jones. In my last position, I was a director of a financial services firm in London and wanted to continue my...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Divorce Finances
  • Special Needs Financial Considerations
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesSeptember 2004 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Running
  • Soccer
  • Traveling
  • News & Media

Team Members

  • Leslie Gordon
    Sr. Branch Office Administrator
  • Tarah Smith
    Sr. Branch Office Administrator
    FPQP®
  • Teri Church
    Branch Office Administrator
    FPQP®
  • Kevin Mukosiej
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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