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JS

Jason R. Stevens

RECONDITE CAPITAL LLC
Chicago, IL
Some features on this profile are disabled
CRD#: 6110459
JS

Professional summary

Jason Ryan Stevens is a registered financial advisor currently at RECONDITE CAPITAL LLC located in Chicago, Illinois.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jason has worked at 2 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Ryan Stevens'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®
None

Experience

Current

March 24, 2016 - Present

RECONDITE CAPITAL LLC

RIA
CRD#: 281268
Chicago, IL
Past

October 29, 2012 - May 1, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
NEW YORK, NY
Past

October 8, 2012 - May 1, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
NEW YORK, NY

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
Illinois
(3/24/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/26/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/1/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/5/2012
General Securities Representative Examination

Current Firm

RC
RECONDITE CAPITAL LLC
RECONDITE CAPITAL LLC | STEVENS, JASON RYAN

CRD#: 281268 / SEC#:

Illinois
Registered Investment Advisory firm - (3/24/2016 Approved)
Missouri
Registered Investment Advisory firm - (10/18/2016 Cancelled)
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Contact information

Main Address
Naperville, IL
Mailing Address
Phone number
(917) 717-3966
Established
Firm type
Fiscal year end
# of Employees
1

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

RECONDITE CAPITAL LLC

CRD#: 281268Chicago, IL

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