Jake Everett Stephens

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-07

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Allen Independent School District	Allen	TX	07/2015	05/2022
Del Friscos Double Eagle Steakhouse	Plano	TX	04/2022	05/2022
Globelife	Dallas	TX	12/2024	02/2025
The Range In Mckinney	Mckinney	TX	08/2024	09/2025
Brightstar Antiques	Sulphur Springs	TX	09/2023	07/2024
Trinity Roofing & Construction	Frisco	TX	03/2023	11/2023
Jrcmo	Mckinney	TX	08/2022	03/2023
True Energy	Dallas	TX	05/2022	08/2022
Royal Fund Management, Llc Dba Gatekeeper Investment Advisers	Lady Lake	FL	07/2025	Present

07/2015 → 05/2022

Allen Independent School District

Allen, TX
04/2022 → 05/2022

Del Friscos Double Eagle Steakhouse

Plano, TX
12/2024 → 02/2025

Globelife

Dallas, TX
08/2024 → 09/2025

The Range In Mckinney

Mckinney, TX
09/2023 → 07/2024

Brightstar Antiques

Sulphur Springs, TX
03/2023 → 11/2023

Trinity Roofing & Construction

Frisco, TX
08/2022 → 03/2023

Jrcmo

Mckinney, TX
05/2022 → 08/2022

True Energy

Dallas, TX
07/2025 → Present

Royal Fund Management, Llc Dba Gatekeeper Investment Advisers

Lady Lake, FL

1) 10/2024 Independent Licensed insurance Agent; Investment Related; Texas; Life & Health Insurance

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-06-20