JASON ERIC STEPANIK is an investment adviser representative (IAR) with state registration records since 2002, appearing at 8 firms. Currently registered with SF PLANNING GROUP LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SF PLANNING GROUP LLC | 2024-06-03 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-09-03 | 2024-03-06 | — |
| HFG WEALTH MANAGEMENT, LLC | 2019-10-29 | 2020-09-18 | — |
| SWBC INVESTMENT COMPANY | 2017-07-13 | 2018-09-28 | — |
| CLEARBRIDGE INVESTMENTS, LLC | 2016-03-22 | 2017-04-04 | — |
| DELAWARE CAPITAL MANAGEMENT ADVISERS, INC | 2013-10-03 | 2016-04-01 | — |
| INVESCO ADVISERS, INC. | 2010-01-01 | 2013-09-05 | — |
| INVESCO AIM PRIVATE ASSET MANAGEMENT, INC. | 2002-07-30 | 2010-01-01 | — |