JASON ERIK STEPHENS is an investment adviser representative (IAR) with state registration records since 1998, appearing at 4 firms. Currently registered with EVERTERN WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| EVERTERN WEALTH, LLC | 2026-04-06 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2007-10-11 | 2026-04-10 | — |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2007-11-01 | — |
| MORGAN STANLEY DW INC. | 1998-07-23 | 2007-04-02 | — |