Jeffrey Wayne Stephenson
Investment adviser representative at Integrated Advisors Network LLC
41 yearsExperience
3 statesRegistered in
$5.5BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
41 years in the industry.
- Integrated Advisors Network, LLCOct 2019 to now
- Copper Crest Advisors, LLC dba Copper Crest CapitalSep 2019 to now
- Copper Crest Cpas LLPSep 2019 to now
- Trek Trading CorporationFeb 1985 to now
- Jw Stephenson PcDec 2015 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, IN).
Integrated Advisors Network LLC
$5.5BAssets managed
7,612Clients
79Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2141127
- Firm CRD
- 171991