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Freehold, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preferred College Funding Strategies | Freehold | NJ | 05/2018 | Present |
| The Stevens Agency | Freehold | NJ | 01/1974 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 01/2017 | 06/2018 |
| Preferred Wealth Advisors, Llc | Freehold | NJ | 06/2018 | Present |
| Preferred Retirement Strategies, Llc | Freehold | NJ | 03/2013 | Present |
| Jeffrey D. Stevens | Freehold | NJ | 06/1981 | Present |
1) Jeffrey D. Stevens,YES,25 CEDAR COURT, FREEHOLD, NJ 07728,FIXED INSURANCE SALES,INDEPENDENT INSURANCE AGENT,01/1974,20,20,SALES OF FIXED INSURANCE PRODUCTS 2) Preferred Retirement Strategies, LLC; 25 CEDAR COURT, FREEHOLD, NJ 07728; Owner; insurance sales and premium financing; 03/2013; Approximately 20 hours per month during trading hours. 3) The Stevens Agency; Investment Related; Freehold, NJ; Insurance Sales; Owner/Insurance Agent; 06/1981; Approximately 40 hours per month during trading hours. 4) Preferred College Funding Strategies; Non-Investment Related; Freehold, NJ; Owner; 05/2018; 10 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-14 |
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