Jason Erik Stephens
CFP®Professional Summary
Jason Erik Stephens, CFP® is a registered financial advisor currently at EVERTERN WEALTH, LLC located in Naples, Florida and PURSHE KAPLAN STERLING INVESTMENTS located in Naples, Florida. Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jason has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Risk Management & Insurance
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
Specializations
Other Aliases
There are no additional aliases reported.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
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.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Credentials
Years of Experience
28 years in the financial services industry
Current & Past Employments
Education
University of Florida - Warrington College of Business
Finance & Accounting
Finance & Accounting
1996 - 1998
Florida Southern College
Finance & Accounting
Finance & Accounting
1993 - 1994
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Current Firm
EVERTERN WEALTH | EVERTERN WEALTH, LLC
Contact Information
Main Address
4501 Tamiami Trail N Suite 100, Naples, FL 34103Phone Number
(239) 508-7700# of Employees
12SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,153AUM (Assets Under Management)
$1,564,247,778Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
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.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Primary Firm SEC Registration
EVERTERN WEALTH | EVERTERN WEALTH, LLC
State Registrations and Notice Filings
(7/13/2026)
(7/10/2026)
(4/8/2026)
(6/15/2026)
(6/22/2026)
(6/25/2026)
(6/17/2026)
(7/9/2026)
(6/23/2026)
(4/1/2026)
(6/22/2026)
(6/23/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
CRS (Client Relationship Summary) - RIA
Click below to view Jason Erik Stephens's CRS (Customer Relationship Summary).
Services Offered by Jason
- Risk Management & Insurance
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
