Jonathan Stevens Email & Phone Number

For 20 years I have dedicated myself to helping my clients achieve their financial goals. My clients have access to me 24/7 via email and cell phone. I make myself available because my clients are more than just clients to me. Through my process we ensure that we are a good fit to work with each other and develop a long standing trusting relationship. My clients and I are on the same team._________________________________________________________________________________________________________________Opinions and comments expressed by Social Media Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. GWN Securities will not accept purchase or sale orders via Social Media platforms or its messaging systems.Please follow this link for a complete version of GWN Securities Social Media Policy: https://gwnsecurities.com/socialmedia IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should you have questions or concerns that are specific to your account, please contact your representative. Never post personal, account or transaction information anywhere on this site. Services are only available in jurisdictions where the Representative is licensed and registered to conduct business. Please contact the Representative for a list of these states.The "Five Star Wealth Manager" award is administered by Crescendo Business Services, LLC's dba Five Star Professional ("Five Star"). Jonathan Stevens is not affiliated with Five Star. Five Star does not endorse Kades-Margolis Corporation, GWN Securities, Inc., or any of its representatives. Candidates must satisfy ten (10) objective Eligibility Criteria and Evaluation Criteria associated with work. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Consumer survey feedback is insignificant in the overall award selection process. After receiving the respective award, representatives have the option of paying a separate fee to Five Star in exchange for publication of this information. The fee is not a condition precedent to receiving the award.

Listed skills include Investments, Finance, Mutual Funds, Wealth Management, and 13 others.

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  Geneva College

  Business - Finance And Economics Concentration