Steven Jurich (CRD# 5603973) is an Investment Advisor Representative working at Iq Wealth Management in Scottsdale, AZ and has over 16 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iq Wealth Management F/k/a Lincoln Financial Advisory Group, LLC | Scottsdale, AZ | Apr 2010 - Current | 14 |
| Iq Wealth Advisory, LLC | Scottsdale, AZ | Apr 2010 - Current | 14 |
| Iq Wealth Media Llc F/k/a American Senior Today | Scottsdale, AZ | Jun 2009 - Current | 14 |
| Iq Retirement Planning Inc F/k/a American Fortress Ret Planning | Scottsdale, AZ | Jun 1996 - Current | 27 |
| Homesmart | Scottsdale, AZ | Sep 1988 - Jun 2016 | 27 |
| App Telemanagement | Scottsdale, AZ | May 1999 - May 2014 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2008 |
- AZ
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Total Assets Under Management47MILLIONS
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Total Number of Accounts288ACCOUNTS
-
Average Account Value$163,614
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ
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