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Jeffrey Stevens

Preferred Wealth Advisors, LLC
9 Years of Experience
Freehold, NJ
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Stevens is a registered investment advisor at Preferred Wealth Advisors, LLC, based in Freehold, NJ, with 9 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 32 clients with $4.8M in assets under management.

Preferred Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
32 clients
Average Client Portfolio
$151K average
Assets Under Management
$4.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.60%
$3M+0.50%

Schedule reflects Orion Portfolio Solutions program fees retained by Preferred Wealth Advisors. Firm also offers third-party programs through EQIS and Gradient Investments with separate fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Freehold, NJ

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History

Regulatory History (1)
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Employment Separation After Allegations
May 2011
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is an independent insurance agent selling fixed insurance products since 1974, and owns Preferred Retirement Strategies, LLC, involved in insurance sales and premium financing since 2013, taking about 10-20% of his time. He also owns The Stevens Agency, an insurance sales business, taking about a quarter of his time, and Preferred College Funding Strategies, taking a few hours per week.

Employment History
Current Registrations
Preferred Wealth Advisors, LLC
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Gradient Advisors, LLC
February 2017 - June 2018 · 1 yr 4 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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