Ronald James Stevens

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → Present
  Raymond James Financial Services, Inc
  Midwest City, OK
• 12/2015 → 06/2018
  United Auto Group
  Stillwater, OK
• 06/2020 → Present
  Raymond James Financial Services Advisors
  Midwest City, OK

Other Businesses

(1) Name of Business: Lighthouse Financial Group LLC Address: 9075 Harmony Drive, Midwest City, OK, 73130, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Provide contract work to OFPG. (2) Name of Business: Lighthouse Legal Group, LLC Address: 9075 Harmony Dr. Suite P, Midwest City, OK, 73130, United States Activity Type: Attorney Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/20/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Prepare legal estate planning documents. (3) Name of Business: Sweet Bison, LLC Address: 9075 Harmony Dr, Midwest City, OK, 73130, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/04/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the owner of Sweet Bison, LLC. The business has not done anything in years.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-27

Other Names

• Ronny James Stevens
• Ronald James Stevens