Jason A. Guenther

STEPHENS CONSULTING

Flint, MI 48507

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CRD#: 4237658

Professional summary

Jason Alan Guenther, CFP® is a registered financial advisor currently at STEPHENS CONSULTING, LLC located in Flint, Michigan.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jason has worked at 8 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

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.

Independent insurance agent; not investment-related; started 06/2003; approximately 8 hours per month, all during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Alan Guenther'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

Experience

Current

October 1, 2021 - Present

STEPHENS CONSULTING, LLC

Office #1: 5206 Gateway Centre Suite 300, Flint, MI 48507

RIA

CRD#: 308970

Flint, MI

Past

June 29, 2012 - October 19, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

FLINT, MI

Past

June 8, 2012 - October 19, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FLINT, MI

Past

March 22, 2010 - November 14, 2011

STEVENS WEALTH MANAGEMENT LLC

RIA

CRD#: 123043

DEERFIELD, IL

Past

April 11, 2005 - October 6, 2008

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

TROY, MI

Past

June 4, 2001 - March 1, 2005

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

March 5, 2001 - May 18, 2001

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

October 3, 2000 - January 22, 2001

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STEPHENS CONSULTING, LLC

PEARL PLANNING | STEPHENS WEALTH MANAGEMENT GROUP | STEPHENS CONSULTING, LLC

CRD#: 308970 / SEC#: 801-122003

RIA

Registered Investment Advisory firm - (7/29/2021 Approved)

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

Michigan
(10/1/2021)

IAR

Texas
(10/3/2023)

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.

Exams

State Security Law Exam

Series 63

Date: 6/23/2012

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/2/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/16/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/7/2012

General Securities Representative Examination

Current Firm

STEPHENS CONSULTING, LLC

PEARL PLANNING | STEPHENS WEALTH MANAGEMENT GROUP | STEPHENS CONSULTING, LLC

CRD#: 308970 / SEC#: 801-122003

RIA

Registered Investment Advisory firm - (7/29/2021 Approved)

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Contact information

Main Address

5206 Gateway Centre Suite 300, Flint, MI 48507

Mailing Address

Phone number

(810) 732-7411

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (8/8/2025)

Regulatory assets under management

Total Number of Accounts	2,910
AUM (Assets Under Management)	$ 1,071,590,093

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.

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Advisor Monitoring

Firm Stability Insights

Jason A. Guenther

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Alan Guenther's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

STEVENS WEALTH MANAGEMENT LLC

MERCER ALLIED COMPANY, L.P.

AMERIPRISE ADVISOR SERVICES, INC.

BANC ONE SECURITIES CORPORATION

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

STEPHENS CONSULTING, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/23/2012

Series 66

Date: 11/2/2000

Series 7TO

Date: 2/16/2024

SIE

Date: 10/1/2018

Series 7

Date: 6/7/2012

Current Firm

STEPHENS CONSULTING, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEPHENS CONSULTING, LLC

TRUST BUT VERIFY

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