Steven Hefner is a CFP-designated registered investment advisor at Edward Jones, based in Corinth, MS, with 26 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
413 Cruise Street, Corinth, MS, 38834
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Steven is a farmer in Corinth, MS, growing and selling hay since 2017, and also owns/manages rental property in Corinth since 2020. Additionally, since 2022, he manages and operates a small cattle and hay business in Maynard, AR, in partnership with his brother; these activities take minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Eric Rutledge, CFPEdward Jones
- Timothy Campbell, ChFCNfsg Corporation
- Andrew Labas, CFPIgnite Planners LLC
- Gregory Cooley, CFPIgnite Planners LLC
- Aaron Hight, CFPLangley Wealth Management, LLC
- Zeb Taylor, CFP