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professional profile

Jason Lee Stephens, CFA

IAR Madison, WI CRD 4688671 Last verified October 2026

Overview

Jason Lee Stephens is an investment adviser representative based in Madison, WI, with 23 years in the industry.

Years in the industry
23
States registered
2
Exams passed
2
Current firms
1

Contact

1 phone number on file

Registrations and licenses

  • Registered in 2 states
  • Series 63
  • Series 65

Every state, with registration and license dates

Firms

Employment history since 2003

Book and practice

Firm assets under management on file

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