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Jason Ryan Stevens

RECONDITE CAPITAL
NAPERVILLE, IL
·CRD# 6110459·14 years experience

Professional Summary

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

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

14 years in the financial services industry

Current & Past Employments

RECONDITE CAPITAL LLC·CRD# 281268
RIA
Naperville, IL
March 24, 2016 - Present
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
New York, NY
October 29, 2012 - May 1, 2015
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
New York, NY
October 8, 2012 - May 1, 2015

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Current Firm

RC
RECONDITE CAPITAL LLC

RECONDITE CAPITAL LLC | STEVENS, JASON RYAN

CRD#: 281268
Illinois
Registered Investment Advisory firm - Illinois (3/24/2016 Approved)
Missouri
Registered Investment Advisory firm - Missouri (10/18/2016 Cancelled)

Contact Information

Main Address

Naperville, IL

Phone Number

(917) 717-3966

# of Employees

1

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.
IAR
Illinois
(3/24/2016)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2012About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed May 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2012About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jason Ryan Stevens's CRS (Customer Relationship Summary).

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