John M Steenis
Financial advisor at Edward Jones · Hudson, WI
Last updated 2026-10-10
Claim your profileJohn M Steenis is a financial advisor at Edward Jones in Hudson, WI, CRD 7021020. Licenses and exams on the registration: Series 66. IAPD registration began 2018-12-14.
Registration
- CRD number
- 7021020
- Registration status
- Active
- IAPD registration
- 2018-12-14
- Industry Experience
- 7 years
- Work Experience
- 9 years
- States registered
- WI
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2018-10 to Present · Edward Jones · St. Louis, MO
- 2017-06 to 2018-09 · Phillips-Medisize · Hudson, WI
- 2016-11 to 2017-06 · Unemployed · Hudson, WI
Current employment
- Edward Jones · St. Louis, MO
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
John M Steenis is a CFP® financial advisor at Edward Jones in Hudson, WI. Reported securities licenses include Series 66. The latest record indicates 7 years of industry experience and 9 years of reported work history. Reported roles include Phillips-Medisize, Unemployed.
SEC disclosures list additional business and community activities: Grand Vista Properties Llc Type: Rental Property Date: 07/31/24 Title: Manager Trad Hrs: 2 Tot Hrs: 2 Desc: Llc Was Formed For Rental Property Owned In Arizona: City-state: hudson wi; Federated Indians Of Graton Rancheria Type: Date: 01/01/00 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No Responsibilities City-State: Rohnert Park Ca.
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, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, 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
811 1st Street Suite 203, Hudson, WI 54016-2430
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
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