Coleman Advisory
45yrs
Top advisor by experience in Asheville
22yrs
Stephen Herbert has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Asheville, North Carolina. Stephen joined Edward Jones in 2007, a firm offering financial planning, investment management, and retirement plan consulting. Stephen holds the ChFC designation.
One of 277 advisors with offices in Asheville, and one of 257 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 18% by experience at Edward Jones
Office267 McDowell St, Asheville, NC 28803
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.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2007 – nowEdward JonesCurrent firm
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- 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 Edward Jones at 314-515-2000 and ask for Stephen Herbert. Stephen works from the Asheville, NC office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2004, about 22 years. Top 18% by experience at Edward Jones.
What licenses does Stephen hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
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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