Robert Lane Stephenson

Current Employers

Employment History

• 04/2026 → Present
  J.P. Morgan Securities Llc
  Lake Havasu City, AZ
• 04/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Lake Havasu City, AZ
• 10/2024 → 04/2026
  Trustage Financial And Lpl Financial
  Lake Havasu City, AZ
• 04/2024 → 09/2024
  Farm Bureau Financial Services
  West Des Moines, IA
• 01/2019 → 03/2024
  Principal Financial Group
  Des Moines, IA
• 08/2018 → 01/2019
  Tcg Group Holdings, Llp
  Abkeny, IA
• 01/2018 → 08/2018
  Lincoln Saving Bank/Lpl Financial
  Clive, IA
• 02/2017 → 01/2018
  Broker Dealer Financial Services Corporation
  West Des Moines, IA
• 02/2016 → 02/2017
  Voya Financial/Directed Services Llc
  Des Moines, IA
• 06/2016 → 12/2016
  Saydel Community School District
  Des Moines, IA

Previous Registrations

• 2024-10-21 → 2026-05-17
  Lpl Financial Llc
  Round Rock, TX
  Austin, TX
  Leander, TX
  Austin, TX
  Albuquerque, NM
  Arcadia, CA
  Lake Havasu City, AZ
  El Monte, CA
  Waverly, IA
  Norwalk, CA
  Pasadena, CA
• 2018-02-15 → 2018-08-30
  Lpl Financial Llc
  Clive, IA
• 2017-02-16 → 2018-01-22
  Investment Advisors Corp
  West Des Moines, IA
• 2016-05-13 → 2017-02-21
  Voya Financial Partners, Llc
  Des Moines, IA
• 2005-02-04 → 2016-02-17
  Principal Securities, Inc.
  Des Moines, IA
  Des Moines, IA

Exams

• S66 Uniform Combined State Law Examination
  2026-02-21
• S63 Uniform Securities Agent State Law Examination
  2024-05-13
• S65 Uniform Investment Adviser Law Examination
  2005-01-10

Other Names

• Rob Stephenson