KATHLEEN STEPHENS is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-10-26 | 2025-03-31 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2020-07-31 | 2022-08-12 | — |
| J.P. MORGAN SECURITIES LLC | 2019-02-28 | 2020-08-06 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2019-03-22 | — |
| STRATEGIC ADVISERS LLC | 2015-05-07 | 2018-07-13 | — |