Jason Stevens
Jason Stevens is a registered investment advisor at Allspring Funds Management, LLC, based in Minneapolis, MN, with 26 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12,065 clients with $320B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allspring Funds Management negotiates investment advisory fees with each managed account program sponsor. These fees generally range from 0.07% to 0.75% of the value of the client's assets managed. The total annual fees charged by sponsors generally include Allspring's fee. Fees are generally payable quarterly based on the calendar quarter-end market value. Clients also pay the fees and expenses of the underlying investments.
Location
Minneapolis, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Allspring Funds Management, LLC
Allspring Funds Distributor, LLC
Allspring Funds Distributor, LLCBroker
Previous Registrations
Sanford C. Bernstein & CO., LLCBroker
Alliancebernstein Investments, INC.Broker
Alliancebernstein L.P.
Columbia Management Advisors, LLC
Columbia Management Distributors, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Janus Distributors LLCBroker
Janus Distributors, INC.Broker
State Registrations3 states
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.