Jack Paul Stephens
Investment adviser representative at Hantz Financial Services, Inc.
10 yearsExperience
1 stateRegistered in
$10BFirm assets
10 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
- Pension consulting
Experience
10 years in the industry.
- Hantz Financial Services, Inc.Sep 2025 to now
- D&d AsphaltMay 2025 to Aug 2025
- BrightlifeAug 2024 to Aug 2024
- Aqua Fill Pool FillMay 2024 to Aug 2024
- Wow CafeNov 2023 to Sep 2024
- Adrian CollegeAug 2022 to May 2025
- Northwestern MutualMay 2020 to May 2023
- Orchard Lake Country ClubMay 2020 to May 2023
- WestacresMay 2019 to Aug 2019
- Detroit Catholic CentralAug 2017 to May 2021
- UnemployedJun 2017 to Aug 2017
- St. WilliamJan 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
Hantz Financial Services, Inc.
$10BAssets managed
24,070Clients
397Advisers
10 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
- 7713302
- Firm CRD
- 46047