Jacob Daniel Stevenson
Investment adviser representative at Ausdal Financial Partners, Inc.
11 yearsExperience
1 stateRegistered in
$3.7BFirm assets
18 yearsFirm in business
Are you Jacob Daniel Stevenson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Ausdal Financial Partners, Inc.Feb 2022 to now
- Larson Financial Group, LLCMay 2015 to Feb 2022
- Larson Financial Securities, LLCMay 2015 to Feb 2022
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NC).
Ausdal Financial Partners, Inc.
$3.7BAssets managed
16,572Clients
184Advisers
18 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
- 5863698
- Firm CRD
- 7995