Joseph E Stephens

Current Employers

Employment History

• 06/2003 → 08/2017
  Gerards
  Point Pleasant, NJ
• 08/2017 → 09/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Freehold, NJ
• 08/2017 → 08/2017
  Air Wisonsin
  Appleton, WI
• 08/2017 → 08/2017
  Air Mods
  Robbinsville, NJ
• 01/2018 → 09/2018
  Bank Of America, N.A.
  Freehold, NJ
• 09/2018 → 12/2019
  The Investment Center Inc
  Spring Lake Heights, NJ
• 09/2018 → 12/2019
  Ic Advisory Services Inc
  Spring Lake Heights, NJ
• 08/2018 → Present
  E&J Gallo Winery
  Elizabeth, NJ
• 02/2021 → 11/2025
  Allstate Insurance Co
  Northbrook, IL
• 06/2018 → 07/2021
  E&J Gallo Winery
  Elizabeth, NJ
• 02/2021 → 11/2025
  Allstate Financial Services, Llc
  Lincoln, NE
• 02/2021 → 11/2025
  Allstate Financial Advisors, Llc
  Lincoln, NE
• 11/2020 → 11/2025
  Kelly Agency
  Absecon, NJ
• 11/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2021-03-01 → 2025-11-03
  Allstate Financial Advisors, Llc
  Absecon, NJ
• 2018-09-24 → 2019-12-31
  Ic Advisory Services, Inc.
  Spring Lake Heights, NJ
  Bedminster, NJ
• 2017-11-17 → 2018-09-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Freehold, NJ

Other Businesses

1. NAIFA - NJ, 600 State Street, Suite A, Cedar Falls ID 50613, United States, 10/01/2024, Treasurer, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 0 HR/MO TRADING 2. ASSOCIATED FINANCIAL PLANNERS, LLC, 419 State Route 71, Spring Lake NJ 07762-1830, United States, 11/03/2025, W2 Employee, DBA Name, NIR, 160 HR/MO - 160 HR/MO TRADING 3. SHORETECH CO & GRASSY SCREENS, 1007 Lynn Ave, Point Pleasant, NJ 08742, 11/2025, Owner, Owner/Partner of a Business Entity, NIR, 2 HR/MO, 0 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-14

Designations

Other Names

• Joseph E Stephens Ii
• Joseph Eugene Stephens
• Joseph E Stephens