ON Investment Management
40yrs
Top advisor by experience in Findlay
7yrs
Andrew Stepleton has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Findlay, Ohio. Andrew joined Edward Jones in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Andrew holds the CFP® designation.
One of 103 advisors with offices in Findlay, and one of 67 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office237 South Main Street, Findlay, OH 45840
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowEdward JonesCurrent firm
Contact Andrew
Local office(419) 495-8326Ask for Andrew. (314) 515-2000Main office · St. Louis, MO 237 South Main StreetFindlay, OH 45840Office · Get directions
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Questions to ask Andrew
Tailored to Andrew’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 Andrew
How do I contact Andrew?
Call Andrew’s local office at (419) 495-8326 or the Edward Jones main office at (314) 515-2000, and ask for Andrew Stepleton.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Andrew hold?
Series 66. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andrew paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Andrew 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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