Jeffrey Stevens (CRD# 2853775) is an Investment Advisor Representative working at Preferred Wealth Advisors, LLC in Freehold, NJ and has over 24 years of experience in the finance industry.
CRD# 1852802
Investment Partners Asset Management
CRD# 3160155
Investment Partners Asset Management
CRD# 1129922
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Preferred Wealth Advisors, LLC | Freehold, NJ | Jun 2018 - Current | 5 |
| Preferred College Funding Strategies | Freehold, NJ | May 2018 - Current | 6 |
| Preferred Retirement Strategies, LLC | Freehold, NJ | Mar 2013 - Current | 11 |
| Jeffrey D. Stevens | Freehold, NJ | Jun 1981 - Current | 42 |
| The Stevens Agency | Freehold, NJ | Jan 1974 - Current | 50 |
| Gradient Advisors, LLC | Arden Hills, MN | Jan 2017 - Jun 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management3MILLIONS
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Total Number of Accounts27ACCOUNTS
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Average Account Value$121,545
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NJ
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