Jennifer Stevens is a registered investment advisor, based in Boston, MA, with 17 years of industry experience.
Location
One Liberty Square 13th Floor, Boston, MA, 02109
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Regulatory History
Clean regulatory record
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.
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Jennifer is an adjunct professor at Anna Maria College, teaching business-related classes online. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
June 2021 - Present · 4 yrs 11 mos
Captrust
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Cammack Retirement Group
June 2012 - May 2021 · 8 yrs 11 mos
Cammack Larhette Brokerage, INC.Broker
March 2008 - July 2021 · 13 yrs 4 mos
State Registrations2 states
MANY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.