Jesse Stephens, financial advisor Lynchburg VA

Jesse Stephens

CRD Number: 5619053
Current Firm: Mml Investors Services, LLC

Jesse Stephens (CRD# 5619053) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lynchburg, VA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Lynchburg, VA Feb 2009 - Current 15
Massmutual Life Insurance Co Lynchburg, VA Aug 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2009
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Jesse Stephens
Phone Number: (413)737-8400
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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