Steven C. Jemison
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Steven Craig Jemison, CFP®, who also goes by Steve Craig Jemison, was a registered financial professional .
Steven is a previously registered financial professional and started their career in finance in 1999. Steven had worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 25, 2017 - November 25, 2025
PRIVATE CLIENT WEALTH ADVISORS, LLC
February 3, 2004 - September 26, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 12, 2004 - September 26, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 17, 1999 - October 22, 2003
CHARLES SCHWAB & CO., INC.
January 1, 1999 - September 23, 1999
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PRIVATE CLIENT WEALTH ADVISORS, LLC
CRD#: 172613 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 102 |
| AUM (Assets Under Management) | $ 28,818,289 |
Red Flags
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