Cambridge Investment Research Advisors
44yrs
Top advisor by experience in Bemidji
8yrs
Based in Bemidji, Minnesota, Ashley Stevens is a fiduciary financial advisor with 8 years of industry experience. Ashley has been with Edward Jones since 2022; before that, Ashley spent two years at Cambridge Investment Research Advisors and a year at Thrivent Investment Management. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 31 advisors with offices in Bemidji, and one of 24 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office519 Anne St NW Suite D, Bemidji, MN 56601
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 66Uniform Combined State Law Examination
Career
- 2022 – nowEdward JonesCurrent firm
- Jul 2020 – Jul 2022
- Apr 2019 – Jul 2020Thrivent Investment Management Inc.Previously
Contact Ashley
Local office(218) 755-7272Ask for Ashley. (314) 515-2000Main office · St. Louis, MO 519 Anne St NW Suite DBemidji, MN 56601Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ashley
Tailored to Ashley’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ashley
How do I contact Ashley?
Call Ashley’s local office at (218) 755-7272 or the Edward Jones main office at (314) 515-2000, and ask for Ashley Stevens.
How long has Ashley been a financial advisor?
Ashley has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Ashley hold?
Series 66. Tap any license on this page to see what it allows.
Is Ashley a fiduciary?
Ashley is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ashley paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ashley 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.
Other advisors nearby
LPL Financial
41yrs
Top 3% by experience in Minnesota
Ameriprise Financial Services
41yrs
Top 3% by experience in Minnesota
Edward Jones
30yrs
Top 5% by experience at Edward Jones
LPL Financial
30yrs
Top 16% by experience in Bemidji
Focus Financial
28yrs
Top 19% by experience in Bemidji