Jeffrey
Stephenson

Integrated Advisors Network LLC

CRD#2141127
Investment Advisor
in Dallas, TX

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About this Advisor

Jeffrey Stephenson is a financial advisor operating out of Dallas, Texas who has 4 years of relevant experience. Stephenson is currently employed by Integrated Advisors Network LLC. Their career trajectory has included roles at Tucson Asset Management, Inc, Trek Trading Corporation, Copper Crest Cpas Llp, Integrated Advisors Network, LLC/Dba Copper Crest Advisors, LLC and Jw Stephenson Pc. Stephenson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in California. Integrated Advisors Network LLC is a company headquartered in Dallas, TX. The firm has offices in 39 locations and a total of 81 advisors. It administers $4 billion in assets under management across its 11,258 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 40 charities and foundations. Of its 11,258 client accounts, just 5% belong to high-net-worth clients who have at least $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules typically are based on which service is provided. However, fees charged by Integrated Advisors Network LLC can include some combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

8117 Preston Rd Suite 300
Dallas, TX 75225

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Integrated Advisors Network LLC Brokerage Details

Total Assets Under Management

$3,553,521,550

TX Average: $3,042,739,679
Total Number of Employees

81

TX Average: 49
Total Number of Accounts

11,258

TX Average: 2,315
Average Account Size

$315,644

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Jeffrey Stephenson Work History

Jeffrey has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Copper Crest Cpas Llp

2019 - Present (5 years)

Integrated Advisors Network, LLC/Dba Copper Crest Advisors,LLC

1985 - Present (39 years)

Trek Trading Corporation

2015 - 2020 (5 years)

Jw Stephenson Pc

1991 - 2015 (24 years)

Tucson Asset Management, Inc

*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 Jeffrey Stephenson 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 Integrated Advisors Network LLC

Stephen Hall
Springfield, MO
Steven Peake
Dallas, TX
Mason Tucker
Dallas, TX
Justin Bernier
Hartford, CT
Michael Norris
Dallas, TX
Mark Huber
Mount Airy, MD
David Sztrom
Dallas, TX
James Tindall
Dallas, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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