Sycamore Financial Group
46yrs
Top advisor by experience in Kokomo
9yrs
Steven Rector
Financial advisor at Edward Jones
Steven Rector has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Kokomo, Indiana. Steven has been with Edward Jones since 2017. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 148 advisors with offices in Kokomo, and one of 136 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office2985 S Webster St, Kokomo, IN 46902
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 ?1 state
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 66Uniform Combined State Law Examination
Career
- 2017 – nowEdward JonesCurrent firm
Contact Steven
Local office(765) 450-5301Ask for Steven. (314) 515-2000Main office · St. Louis, MO 2985 S Webster StKokomo, IN 46902Office · Get directions
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Questions to ask Steven
Tailored to Steven’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 Steven
How do I contact Steven?
Call Steven’s local office at (765) 450-5301 or the Edward Jones main office at (314) 515-2000, and ask for Steven Rector.
How long has Steven been a financial advisor?
Steven has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Steven hold?
Series 66. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Steven 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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