# JASON ERIC STEPANIK

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SF PLANNING GROUP LLC](https://search.stillhousedata.com/firm/331145) | 2024-06-03 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2020-09-03 | 2024-03-06 | — |
| [HFG WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/148406) | 2019-10-29 | 2020-09-18 | — |
| [SWBC INVESTMENT COMPANY](https://search.stillhousedata.com/firm/140994) | 2017-07-13 | 2018-09-28 | — |
| [CLEARBRIDGE INVESTMENTS, LLC](https://search.stillhousedata.com/firm/137028) | 2016-03-22 | 2017-04-04 | — |
| [DELAWARE CAPITAL MANAGEMENT ADVISERS, INC](https://search.stillhousedata.com/firm/152237) | 2013-10-03 | 2016-04-01 | — |
| [INVESCO ADVISERS, INC.](https://search.stillhousedata.com/firm/105360) | 2010-01-01 | 2013-09-05 | — |
| [INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/109264) | 2002-07-30 | 2010-01-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2899964)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2899964.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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