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 professional with experience in the financial services industry. Jason is a Registered Investment Advisor representative of Recondite Capital LLC and is registered to provide investment advice in Illinois. Jason has held previous positions at Wells Fargo Advisors, LLC. Jason is a Chartered Financial Analyst. Jason holds the Series 66, Series 7 and SIE securities licenses. Jason specializes in providing financial planning services, security ratings, portfolio management for individuals, portfolio management for businesses, and publication of periodicals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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IL
03/24/2016 - Present
Recondite Capital LLC (CHICAGO IL)
NY
10/08/2012 - 05/01/2015
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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