Jonathan Stephens (CRD# 1329841) is an Investment Advisor Representative working at New Line Capital, LLC in Sherman, CT and has over 35 years of experience in the finance industry.
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 2809814
Edward Jones
CRD# 7025158
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stires, O'donnell And Company, Inc. | New York, NY | Dec 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1988 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- CT
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts78ACCOUNTS
-
Average Account Value$407,238
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, CT, NJ, NM
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