Jeanna
Stephens
Wealth Management
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About this Advisor
Jeanna Stephens is a financial advisor based in Birmingham, Alabama, working with Wealth Management. Jeanna has previously held positions at Lake Crest Animal Clinic and Chappell Professional Group, Pc. Jeanna has passed the Series 65 regulatory exam and is registered to provide services in Alabama. Currently, Jeanna is part of Wealth Management, which operates out of Birmingham, Alabama. The firm has 29 offices and 60 employees. The firm manages assets totaling $2.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, educational seminars, and other services. The fee structure at Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Management Brokerage Details
$2,782,818,058
60
3,482
$799,201
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jeanna Stephens Work History
Chappell Professional Group, Pc
Lake Crest Animal Clinic
Disclosures
Please visit the SEC profile of Jeanna Stephens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Management
Norfolk, NE
Norfolk, NE
Seward, NE
Kimball, NE
Seward, NE
Richland, WA
Mundelein, IL
Richland, WA
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