Jeffrey Stephens (CRD# 1177270) is an Investment Advisor Representative working at Mma Securities LLC in San Diego, CA and has over 38 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mma Securities | San Francisco, CA | Aug 2018 - Current | 5 |
| Valmark Securities, Inc. | Akron, OH | Jul 2014 - Current | 9 |
| Valmark Advisers, Inc. | Akron, OH | Jul 2014 - Current | 9 |
| Sdm Advisors, LLC | San Francisco, CA | Jul 2014 - Current | 9 |
| Valmark Securities | San Francisco, CA | Jul 2014 - Jul 2018 | 4 |
| Triton Peo Inc./triton Corporate Services | Fresno, CA | Mar 2012 - Jul 2014 | 2 |
| Financial Telesis Inc. | San Rafael, CA | Mar 2011 - Jul 2014 | 3 |
| Financial Telesis | Moraga, CA | Mar 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1986 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
- CA
- CO
- WA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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