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Jack D. Stevison

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CRD#: 4453553
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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.

Jack David Stevison JR, who also goes by Jack David Stevison, was a registered financial professional .

Jack is a previously registered financial professional and started their career in finance in 2001. Jack had worked at 2 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack David Stevison

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 3, 2005 - December 31, 2020

STEVISON CAPITAL MANAGEMENT, INC

RIA
CRD#: 134307
LAUDERDALE BY THE SEA, FL
Past

November 29, 2001 - January 5, 2005

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
FT LAUDERDALE, FL
Past

November 28, 2001 - January 5, 2005

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/9/2002
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


SC
STEVISON CAPITAL MANAGEMENT, INC
ROARK FINANCIAL ADVISORS, INC. | STEVISON CAPITAL MANAGEMENT, LLC | STEVISON CAPITAL MANAGEMENT, INC

CRD#: 134307 / SEC#:

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Contact information


Main Address
Lauderdale By The Sea, FL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


STEVISON CAPITAL MANAGEMENT, INC

CRD#: 134307

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