JS
Jadyn M. Stevens
FRONTIER FINANCIAL PARTNERS
Aledo, TX
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CRD#: 6451154
JS
Professional summary
Jadyn Michael Stevens is a registered financial advisor currently at FRONTIER FINANCIAL PARTNERS, LLC located in Aledo, Texas.
Jadyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jadyn has worked at 1 firm and has passed the Series 65 exam.
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.
ONE RESOURCE GROUP (INSURANCE MARKETING ORGANIZATION)SINCE 2016, INSURANCE SALES - 10-20 HOURS PER MONTH; INSUARANCE COMMISSIONS. American Alternative Investments; Investment related: Yes; AAI Global, 8470 Allison Point Blvd., Suite 250 Indianapolis, IN 46250; Provider of Alternative Financial Services Solutions; Marketing Partner; Introduce prospective clients to AAI alternative investment solutions.; 2018-04-13; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours : 10; Percentage of total yearly compensation expected to be derived from the business: 10. -- Realty ONE Group; Investment related: No; 2920 Berry Hill Drive, Suite 210, Nashville, TN 37204, real estate assistant to Heather Raymond; assistant to Heather Raymond; - 10-28-2022; Hours devoted to business during trading hours 5; hours devoted to business outside of trading hours: 10; duties include assisting Heather Raymond with real estate consulting.
CRS (Client Relationship Summary) - RIA
Click below to view Jadyn Michael 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®
NoneExperience
Current
March 3, 2015 - Present
FRONTIER FINANCIAL PARTNERS, LLC
RIA
CRD#: 136465
Aledo, TX
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
Tennessee(3/3/2015)
Current Firm
FF
FRONTIER FINANCIAL PARTNERS, LLC
BENSON & THOMAS WEALTH MANAGEMENT, LLC | FRONTIER FINANCIAL PARTNERS, LLC
CRD#: 136465 / SEC#:
Florida
Registered Investment Advisory firm - (8/26/2011 Approved)Kentucky
Registered Investment Advisory firm - (2/4/2011 Approved)South Dakota
Registered Investment Advisory firm - (3/1/2021 Approved)Tennessee
Registered Investment Advisory firm - (8/12/2005 Approved)Texas
Registered Investment Advisory firm - (5/20/2008 Approved)Virginia
Registered Investment Advisory firm - (3/3/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Aledo, TX
Mailing Address
Phone number
(615) 482-6060
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 318 |
| AUM (Assets Under Management) | $ 44,721,563 |
Red Flags
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