JEFFREY DAVID STEVENS is an investment adviser representative (IAR) with state registration records since 2017, appearing at 2 firms. Currently registered with PREFERRED WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PREFERRED WEALTH ADVISORS, LLC | 2026-01-01 | present | Yes |
| GRADIENT ADVISORS, LLC | 2017-02-02 | 2018-06-14 | — |