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Stephen Soverel McGee

Jackson National Life Distributors LLC

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About Stephen Soverel McGee

Stephen McGee is a financial professional with over 20 years of experience in the industry. Stephen holds a Series 7, Series 6, and Series 63 licenses. Stephen is currently registered with Jackson National Life Distributors LLC and is licensed in California. Previously, Stephen was employed by Waddell & Reed, Inc. in Overland Park, Kansas.

Firm Information

Stephen McGee is currently registered with Jackson National Life Distributors LLC. Jackson National Life Distributors LLC is a Limited Liability Company formed in May 2006 and approved to operate in all 50 states and the District of Columbia. The firm has one SEC registration and 51 state registrations. The firm has disclosed two arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

564

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Stephen McGee’s Registration & Firm History

TN

03/08/2002 - Present

Jackson National Life Distributors LLC (FRANKLIN TN)

KS

06/25/1999 - 03/06/2002

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 06/26/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2013

Series 7 - General Securities Representative Examination

BC

Issued 06/24/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Soverel McGee.
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