Jeffrey Stevenson
Jeffrey Stevenson is a registered investment advisor at October Three Financial Solutions, LLC, based in Chicago, IL, with 15 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
230 W. Monroe Street, Suite #2630, Chicago, IL, 60606
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Jeffrey is the majority owner of October Three, LLC, which owns several entities including O3 Consulting, O3 Platform Solutions, O3 Financial Solutions LLC, O3 Annuity Services, O3 Advisory LLC, and O3 Management Services, Inc. He also serves as president of K&JVentures, LLC and affiliated entities, and dedicates nearly full-time hours to these activities.
Employment History
Current Registrations
October Three Financial Solutions, LLC
State Registrations1 state
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.