Steven C. Jemison
Professional summary
Steven Craig Jemison, CFP®, who also goes by Steve Craig Jemison, is a registered financial advisor currently at PRIVATE CLIENT WEALTH ADVISORS, LLC located in Denver, Colorado.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Steven has 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) - RIA
Click below to view Steven Craig Jemison's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 25, 2017 - Present
PRIVATE CLIENT WEALTH ADVISORS, LLC
Office #1: 1040 South Gaylord Street Suite 12, Denver, CO 80209February 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.
Highlighted states indicate IAR registrations
(9/25/2017)
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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