Jevon M. Webster
INSPIRE ADVISORS
Meridian, ID 83646
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CRD#: 4751511
Professional summary
Jevon Mark Webster, CFP® is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Meridian, Idaho.
Jevon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jevon has worked at 6 firms and has passed the Series 66, 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.
7/2024 Independent Licensed insurance Agent; Investment Related; Idaho; Life Insurance and Accident & Health or Sickness life Insurance, including DI and LTC.
CRS (Client Relationship Summary) - RIA
Click below to view Jevon Mark Webster's 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®
Start date: 2010
Experience
Current
June 5, 2019 - Present
INSPIRE ADVISORS, LLC
Office #1: 3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646Office #2: 818 University Ave, Sacramento, CA 95825RIA
CRD#: 300279
Meridian, ID
Past
May 15, 2019 - May 15, 2019
INSPIRE ADVISORS, LLC
RIA
CRD#: 300279
Sacramento, CA
Past
July 6, 2016 - May 31, 2019
MARINER ADVISOR NETWORK
RIA
CRD#: 283824
Sacramento, CA
Past
March 31, 2010 - July 6, 2016
STRATEGIC WEALTH ADVISORS GROUP
RIA
CRD#: 140977
SAN MATEO, CA
Past
March 26, 2010 - June 19, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
SACRAMENTO, CA
Past
June 7, 2004 - April 7, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
ROSEVILLE, CA
Past
May 7, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
May 7, 2004 - April 7, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
ROSEVILLE, CA
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".
IA
INSPIRE ADVISORS, LLC
33FINANCIAL | YOUR FINANCIAL LEGACY | WSI FINANCIAL PARTNERS | TRINITY TAX STRATEGIES | TELEIOS FINANCIAL PARTNERS | STARS & SAND FINANCIAL | PROFIT PLANNERS MANAGEMENT GROUP | OZ INVESTING SERVICES LLC | OUR FREEDOM QUEST | OAKSTREET FINANCIAL | NEWPORT COAST WEALTH MANAGEMENT | LIFESMART WEALTH MANAGEMENT | KINGDOM WEALTH STEWARDS | KINGDOM FOCUSED FINANCIAL (KFF) | INSPIRE ADVISORS, LLC | INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP | INSPIRE ADVISORS - THE CHANDLER TEAM | INSPIRE ADVISORS - NORTHWEST GROUP | INSPIRE ADVISORS - MINNESOTA | INSPIRE ADVISORS - KINGDOM WEALTH MANAGEMENT OF MONTANA | INCARELIFE | HOFFMAN WEALTH MANAGEMENT GROUP | FIDELIS FINANCIAL
CRD#: 300279 / SEC#: 801-114673
RIA
Registered Investment Advisory firm - (2/8/2019 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
California(6/5/2019)
IAR
Idaho(2/22/2021)
IAR
Texas(8/23/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IA
INSPIRE ADVISORS, LLC
33FINANCIAL | YOUR FINANCIAL LEGACY | WSI FINANCIAL PARTNERS | TRINITY TAX STRATEGIES | TELEIOS FINANCIAL PARTNERS | STARS & SAND FINANCIAL | PROFIT PLANNERS MANAGEMENT GROUP | OZ INVESTING SERVICES LLC | OUR FREEDOM QUEST | OAKSTREET FINANCIAL | NEWPORT COAST WEALTH MANAGEMENT | LIFESMART WEALTH MANAGEMENT | KINGDOM WEALTH STEWARDS | KINGDOM FOCUSED FINANCIAL (KFF) | INSPIRE ADVISORS, LLC | INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP | INSPIRE ADVISORS - THE CHANDLER TEAM | INSPIRE ADVISORS - NORTHWEST GROUP | INSPIRE ADVISORS - MINNESOTA | INSPIRE ADVISORS - KINGDOM WEALTH MANAGEMENT OF MONTANA | INCARELIFE | HOFFMAN WEALTH MANAGEMENT GROUP | FIDELIS FINANCIAL
CRD#: 300279 / SEC#: 801-114673
RIA
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Contact information
Main Address
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646
Mailing Address
Phone number
(877) 859-6383
Established
Firm type
Fiscal year end
# of Employees
46
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,363 |
| AUM (Assets Under Management) | $ 1,033,380,628 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
