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For the eighth consecutive year, Edward Jones financial adviser Dan Stevens of Cody was named to Barron’s magazine’s annual list of “America’s Top 1,200 Financial Advisors, …
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For the eighth consecutive year, Edward Jones financial adviser Dan Stevens of Cody was named to Barron’s magazine’s annual list of “America’s Top 1,200 Financial Advisors, State by State.”
Stevens has served Powell area investors for the past 16 years.
“I’m proud of what this represents to our branch team, and that’s the trusted relationships we’ve built with our clients,” Stevens said. “Our purpose at Edward Jones is to partner for positive impact — to improve the lives of our clients and colleagues, and together, better our communities and society. There’s nothing better than making a difference in someone’s life by helping them financially reach their goals.”
His office is located at 1121 13th St. in Cody.
Barron’s magazine’s “America’s Top 1,200 Financial Advisors, State by State” ranking appeared in the March 15 edition. Barron’s Top 1,200 criteria is based on assets under management, revenue produced for the firm, regulatory record, quality of practice, philanthropic work and more.
Headquartered in St. Louis, Edward Jones has 19,000-plus financial advisers, who serve more than 7 million clients and care for $1.5 trillion in assets under management.
