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Jake Stephens Email & Phone Number

Investment Advisor Representative at Royal Fund Management, LLC
Location: Allen, Texas, United States 7 work roles
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✓ Verified August 2026 2 data sources Profile completeness 71%

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Current company
Role
Investment Advisor Representative
Location
Allen, Texas, United States

Who is Jake Stephens? Overview

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Quick answer

Jake Stephens is listed as Investment Advisor Representative at Royal Fund Management, LLC, based in Allen, Texas, United States. AeroLeads shows a matched LinkedIn profile for Jake Stephens.

Jake Stephens previously worked as Safety Officer at The Range In Mckinney and Warehouse Manager at Bright Star Antiques.

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Email format at Royal Fund Management, LLC

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Royal Fund Management, LLC

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Profile bio

About Jake Stephens

Jake Stephens is a Investment Advisor Representative at Royal Fund Management, LLC.

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Jake Stephens's current company

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Royal Fund Management, LLC
Royal Fund Management, Llc
Investment Advisor Representative
Allen, TX, US
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7 roles

Jake Stephens work experience

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Safety Officer

Current

Range safety officer at The Range in McKinney.

Nov 2024 - Present

Warehouse Manager

Bright Star Antiques

Sulphur Springs, Texas, United States

Managing the preparation, setup, and execution of Antiques auctions. This involves shipping and receiving large quantities of furniture and other assorted items. Received items are cleaned, repaired and made presentable. These items are then pictured and stage in anticipation of the auction. I help fulfill multiple roles during the auction including handling bids over the phone and online. As well as ensuring a good customer experience during the auction. After the auction I am responsible for helping handle the departure of sold pieces including moving, packaging and shipping the pieces as well as helping customers who prefer to do it on their own. In addition to that I am helping the owner cleanup, stage and decorate a retail shop in downtown Sulphur Springs. This includes minor construction such as hanging items and creating inviting features to the building.

Nov 2023 - Jul 2024

Sales Representative

Dallas-Fort Worth Metroplex

Residential roofing and contracting.Spent my time prospecting for leads. This involved door knocking, phone calls and e-mails. As a lead progressed I would pitch our services and suggest what needed to be done. Oftentimes I would have to explain the concept of homeowners insurance and the proper times to file a claim and I would help coach the homeowner through the process of filing. After getting an initial paper signed allowing us to converse directly with homeowners insurance (for insurance jobs). We would sign the contract. After signing the contract I would communicate consistently and effectively with the client regarding the scheduling and process of work that we would be completing on their house. As well as collecting the deposit and any additional payments or insurance checks. During installations I would be present as much as possible ensuring all the materials were correctly delivered and that the installation team was aware of any potential problems, as well as concerns that the customer may have. After work was completed I would thoroughly inspect the final installation, taking pictures and videos of everything for future reference and as proof that we fulfilled our promises to the homeowner. I would then collect the final check and make sure that everything was completed squared away. Trinity as a whole was very proud of their commitment to customer service, and I was proud to work there and be able to help out homeowners while giving them the peace and confidence in both me and trinity as a whole.

Mar 2023 - Nov 2023

Junior Project Manager

Jrcmo

Texas, United States

Dec 2022 - Mar 2023

Assistant

Jrcmo

Texas, United States

Sep 2022 - Jan 2023

Sales Associate

True Energy

Generate leads and help provide customers with a reduction in mandatory expenses.

Jun 2022 - Sep 2022
FAQ

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What company does Jake Stephens work for?

Jake Stephens works for Royal Fund Management, LLC.

What is Jake Stephens's role at Royal Fund Management, LLC?

Jake Stephens is listed as Investment Advisor Representative at Royal Fund Management, LLC.

Where is Jake Stephens based?

Jake Stephens is based in Allen, Texas, United States while working with Royal Fund Management, LLC.

What companies has Jake Stephens worked for?

Jake Stephens has worked for Royal Fund Management, Llc, The Range In Mckinney, Bright Star Antiques, Trinity Roofing And Construction, and Jrcmo.

How can I contact Jake Stephens?

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