Keel Point
46yrs
Top advisor by experience in Huntsville
29yrs
Stephen Cundiff is a financial advisor in Huntsville, Alabama, with 29 years in the industry. Stephen joined Edward Jones in 2007, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
At a glance
Experience29 years (since 1997)
How that compares ?Top 6% by experience at Edward Jones
Office6767 Old Madison Pike Suite 450, Huntsville, AL 35806
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2007 – nowEdward JonesCurrent firm
Contact Stephen
Local office(256) 650-5211Ask for Stephen. (314) 515-2000Main office · St. Louis, MO 6767 Old Madison Pike Suite 450Huntsville, AL 35806Office · Get directions
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Stephen’s local office at (256) 650-5211 or the Edward Jones main office at (314) 515-2000, and ask for Stephen Cundiff.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1997, about 29 years. Top 6% by experience at Edward Jones.
What licenses does Stephen hold?
Series 63. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Stephen paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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