Jeanna
Stephens
Wealth Management
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About this Advisor
Jeanna Stephens is a financial advisor operating in Birmingham, Alabama with a total of 4 years of relevant experience. Stephens is currently employed by Wealth Management. Over the course of their career, Stephens has held roles at Outback Steakhouse, Lake Crest Animal Clinic and Chappell Professional Group, Pc. Stephens holds a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Alabama. Wealth Management is an advisory business based in Norfolk, NE. The investment advisory business has offices in 29 locations and a total of 60 people on staff. It manages $2 billion in total assets between its 3,334 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to five charitable organizations. Of its 3,334 customer accounts, 20% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Wealth Management provides a wide range of services, such as 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. Fees charged by financial advisors typically vary depending on which services are provided. However, fees billed by Wealth Management likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Management Brokerage Details
$2,348,931,303
60
3,334
$704,538
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
Jeanna has been registered as a financial advisor for 4 years.*
Chappell Professional Group, Pc
Lake Crest Animal Clinic
Outback Steakhouse
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Seward, NE
Mundelein, IL
Norfolk, NE
Seward, NE
Saint Louis, MO
Norfolk, NE
Elkhorn, NE
Grand Island, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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