Jeffrey David Stevens
Professional Summary
Jeffrey David Stevens, who also goes by Jeff Stevens, is a registered financial advisor currently at PREFERRED WEALTH ADVISORS, LLC located in Freehold, New Jersey. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jeffrey has worked at 8 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeff Stevens
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
PREFERRED WEALTH ADVISORS, LLC
Contact Information
Main Address
Freehold, NJPhone Number
(732) 308-0609# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
35AUM (Assets Under Management)
$5,889,551Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1997About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Dec 2002About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey David Stevens's CRS (Customer Relationship Summary).
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