AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Jason Erik Stephens

Jason E. Stephens

EVERTERN WEALTH | Managing Director-Private Wealth Advisor
Naples, FL 34103
Some features on this profile are disabled
CRD#: 3053046
Jason Erik Stephens

Professional summary

Jason Erik Stephens, CFP® is a registered financial advisor currently at EVERTERN WEALTH, LLC located in Naples, Florida.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jason has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

What are your service offerings?
Executive services/Equity comp...
Insurance
Financial planning
Trust & estate planning
Trading individual securities
Loans/credit services
Philanthropic services
Institutional consulting
Retirement planning
What is your current number of clients?
Under 100
What is your minimum asset requirement?
5M
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Erik Stephens's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Education

Finance & Accounting

1996 - 1998

Finance & Accounting

1993 - 1994

Experience

Current

April 1, 2026 - Present

EVERTERN WEALTH, LLC

Office #1: 4501 Tamiami Trail N Suite 300, Naples, FL 34103
RIA
CRD#: 340830
Naples, FL
Past

October 11, 2007 - April 10, 2026

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NAPLES, FL
Past

October 10, 2007 - April 10, 2026

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
NAPLES, FL
Past

April 2, 2007 - November 1, 2007

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
NAPLES, FL
Past

April 2, 2007 - November 1, 2007

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NAPLES, FL
Past

July 23, 1998 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
NAPLES, FL
Past

July 17, 1998 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
NAPLES, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(4/8/2026)
IAR
Texas
(4/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/17/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/29/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 8/4/1998
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 7/16/1998
General Securities Representative Examination

Current Firm

EW
EVERTERN WEALTH, LLC
EVERTERN WEALTH | EVERTERN WEALTH, LLC

CRD#: 340830 / SEC#: 801-135576

RIA
Registered Investment Advisory firm - (3/31/2026 120-Day Approval)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4501 Tamiami Trail N Suite 100, Naples, FL 34103
Mailing Address
Phone number
(239) 508-7700
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EVERTERN WEALTH ADV PART 2A (4/1/2026)
0

Red Flags

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.

Company Information

EVERTERN WEALTH, LLC

Managing Director-Private Wealth AdvisorCRD#: 340830Naples, FL 34103

TRUST BUT VERIFY

Monitor Jason Stephens

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

Similar Advisors

Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Blake Feldmann
Blake FeldmannAdvisorCheck Check Mark
INTEGRATED ADVISORS NETWORK LLC
IAR
Naples, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.