# Jeffrey W Stephens

Jeffrey W Stephens is an investment adviser representative (IAR) with state registration records since 1998, appearing at 8 firms. Currently registered with MMA SECURITIES LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MMA SECURITIES LLC](https://search.stillhousedata.com/firm/44254) | 2018-08-01 | present | Yes |
| [SDM ADVISORS, LLC](https://search.stillhousedata.com/firm/170014) | 2014-08-22 | 2018-09-28 | — |
| [VALMARK ADVISERS INC](https://search.stillhousedata.com/firm/108050) | 2014-07-31 | 2018-08-01 | — |
| [FINANCIAL TELESIS INC](https://search.stillhousedata.com/firm/31012) | 2011-03-02 | 2014-07-31 | — |
| [ARETE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/145488) | 2009-03-23 | 2011-03-03 | — |
| [PRIVATE WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/148144) | 2009-01-13 | 2009-03-19 | — |
| [PRIVATE CONSULTING GROUP, INC.](https://search.stillhousedata.com/firm/45053) | 2006-07-31 | 2008-12-31 | — |
| [KESTRA INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/42046) | 1998-11-23 | 2006-08-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1177270)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1177270.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.