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Steven Craig Jemison

Private Client Wealth Advisors, LLC

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About Steven Craig Jemison

Steven Jemison is a financial advisor at Private Client Wealth Advisors, LLC. Steven has over 20 years of experience in the financial services industry. Steven holds the Series 6, 7, 31 and 66 securities licenses. Steven is a CERTIFIED FINANCIAL PLANNER™ professional and has a strong track record of success in helping clients achieve their financial goals. Steven has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Denver, Colorado and also at Bank of America, N.A.

Firm Information

Steven Jemison is currently registered with Private Client Wealth Advisors, LLC. Private Client Wealth Advisors, LLC is a financial advisory firm based in Washington D.C. providing financial planning, pension consulting, and portfolio management services to individuals and families. They manage approximately $60 million in assets and have a team of 5 investment advisor representatives.

$60.42M

Assets Under Management

241

Total Clients

4

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning retainer

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Steven Jemison’s Registration & Firm History

CO

01/01/2025 - Present

Private Client Wealth Advisors, LLC (DENVER CO)

CO

01/12/2004 - 09/26/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)

TX

11/17/1999 - 10/22/2003

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NJ

01/01/1999 - 09/23/1999

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 01/16/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 08/23/1999

Series 7 - General Securities Representative Examination

BC

Issued 12/24/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Craig Jemison.
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