Jeffrey D. 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey David Stevens's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 14, 2018 - Present
PREFERRED WEALTH ADVISORS, LLC
February 2, 2017 - June 14, 2018
GRADIENT ADVISORS, LLC
July 15, 2005 - May 17, 2011
VOYA FINANCIAL ADVISORS, INC.
January 7, 2003 - July 27, 2005
TRANSAMERICA FINANCIAL ADVISORS, LLC
January 29, 2002 - December 31, 2002
WALNUT STREET SECURITIES, INC.
January 4, 1999 - January 29, 2002
TRANSAMERICA FINANCIAL ADVISORS, LLC
May 5, 1998 - January 14, 1999
VESTAX SECURITIES CORPORATION
April 2, 1997 - May 5, 1998
AMERICAN GENERAL SECURITIES INCORPORATED
March 12, 1997 - April 14, 1997
OSAIC FS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/14/2018)
Exams
Current Firm
PREFERRED WEALTH ADVISORS, LLC
CRD#: 297228 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 26 |
| AUM (Assets Under Management) | $ 3,162,554 |
Red Flags
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