Steven Jemison, financial advisor Denver CO
96 score

Steven Jemison

CRD Number: 3167677
Current Firm: Private Client Wealth Advisors, LLC

Steven Jemison (CRD# 3167677) is an Investment Advisor Representative working at Private Client Wealth Advisors, LLC in Denver, CO and has over 19 years of experience in the finance industry. Steven Jemison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Mark Ballenger II, financial advisor Denver CO
Mark A. Ballenger II
CRD# 2810252
Ewealth Consulting, LLC
Similar Advisors
Dave Anthony, CFP®, RMA®, financial advisor Denver CO
Dave Anthony, CFP®, RMA®
CRD# 3068955
Anthony Capital, LLC
Similar Advisors
Elias Bachmann, financial advisor Denver CO
Elias P. Bachmann
CRD# 4969156
Bsw Wealth Partners
Professional Designations
Company Name Location Dates Years
Bank Of America, N.a. Denver, CO May 2011 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver, CO Dec 2003 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Jan 2004
Contact Info for Steven C. Jemison
Phone Number: 303-945-2222
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Steven Jemison and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.