Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stevan? Claim Your ProfileStevan Michael Jones is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Stevan has been in the financial industry for over 20 years and has a strong track record of providing sound financial advice to his clients. Stevan holds the Series 7, Series 63 and Series 65 licenses and is a Certified Financial Planner. He is also a member of the Raymond James Financial Services Advisors, Inc. team and has worked with them since 2011. Prior to joining Raymond James Financial Services Advisors, Inc., Stevan worked with WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Stevan specializes in providing financial advice to high-net-worth individuals, families, and businesses. He also has experience in providing retirement planning, college savings planning, and estate planning advice. Stevan is committed to providing his clients with the highest level of personalized service and helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
05/08/2014 - Present
Raymond James Financial Services Advisors, Inc. (JACKSONVILLE FL)
FL
01/01/2008 - 03/28/2011
WELLS FARGO ADVISORS, LLC (JACKSONVILLE FL)
FL
10/04/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (JACKSONVILLE FL)
IA
Issued 02/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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