Beth Eileen Stenz

Financial advisor at Edward Jones · Erie, CO

Last updated 2026-10-10

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Beth Eileen Stenz is a financial advisor at Edward Jones in Erie, CO, CRD 5479177. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2011-01-24.

Registration

CRD number
5479177
Registration status
Active
IAPD registration
2011-01-24
Industry Experience
15 years
Work Experience
15 years
States registered
CO, TX

Licenses and exams

  • Series 63
  • Series 66

Designations

  • CFP®
  • Chartered Financial Consultant

Work history

  • 2011-01 to Present · Edward Jones · St. Louis, MO

Current employment

SEC IAPD record for Beth Eileen Stenz

Edward Jones

Regulatory AUM
$1,013,608,323,988
Registered advisors
24,147
Offices
15,412
Clients per advisor
168.5 (High)
Average AUM per client
$249.1K (Low)
High-net-worth client ratio
9.2% (Low)

Edward Jones: advisors, services and reported ETF investments

About

Beth Eileen Stenz is a CFP®, Chartered Financial Consultant financial advisor at Edward Jones in Erie, CO. Reported securities licenses include Series 63 and Series 66. The latest record indicates 15 years of industry experience and 15 years of reported work history.

Edward Jones' firm-level Form ADV reports 24,147 advisors across 15,412 offices; approximately 168.5 clients per advisor, average assets per client of $249,085, and regulatory AUM of $1T; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

What this firm offers

Filed by Edward Jones on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency

Location

77 Erie Village Square, Erie, CO 80516

2 advisors at this office.

Edward Jones office in Erie, CO

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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