Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Stevens is a financial advisor who has been in the industry since 1999. Jason is currently registered with Allspring Funds Management, LLC and is based in Minneapolis, Minnesota. Jason has previously worked for a number of other firms, including AllianceBernstein Investments, Inc., Sanford C. Bernstein & Co., LLC, Columbia Management Distributors, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Janus Distributors LLC. Jason specializes in a variety of investment services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MN
08/28/2024 - Present
Allspring Funds Management, LLC (Minneapolis MN)
NY
08/07/2006 - 08/19/2024
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
MN
10/04/2013 - 12/20/2022
SANFORD C. BERNSTEIN & CO., LLC (MINNEAPOLIS MN)
MA
10/04/2004 - 07/12/2006
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MN
01/30/2004 - 09/21/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/30/2004 - 09/21/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CO
08/01/2001 - 12/31/2003
JANUS DISTRIBUTORS LLC (DENVER CO)
CO
01/28/1999 - 04/23/2001
JANUS DISTRIBUTORS, INC. (DENVER CO)
BOTH
Issued 07/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 02/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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