Jackie Dean Sublett
Investment adviser representative at Stephens
14 yearsExperience
2 statesRegistered in
$18BFirm assets
46 yearsFirm in business
Are you Jackie Dean Sublett? 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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Stephens Inc.Jun 2022 to now
- Apptegy Inc.Jun 2021 to Jun 2022
- Lucidworks Inc.May 2019 to Aug 2019
- Transitions Wealth ManagementJun 2018 to Aug 2018
- University of VirginiaAug 2017 to Jun 2021
- EducationJun 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Stephens
Legal name: Stephens Inc.
$18BAssets managed
21,991Clients
242Advisers
46 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
- 6969324
- Firm CRD
- 3496