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Nicholas Adam Jeffs

Stegner Investment Associates Inc

Louisville, KY

CRD 8173360

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Employer firm

Stegner Investment Associates Inc CRD 107480

$2.77B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Stegner Investment Associates Inc

233 Breckenridge Lane, Louisville, KY 40207 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-10-15
  • KY RA
    APPROVED
    Since 2025-10-15

Branch Locations

233 Breckenridge Lane, Louisville, KY 40207 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stegner Investment Associates, Inc. Louisville KY 11/2021 Present
Public Service & Procurement Canada Ottawa, Ontario 07/2019 01/2021
Fc Barcelona Escola Ottawa, Ontario 02/2019 02/2020
Best Buy Ottawa, Ontario 06/2018 07/2019
Unemployed Louisville KY 02/2021 11/2021
Carleton University Ottawa, Ontario 01/2017 12/2019
University Of Louisville Louisville KY 08/2014 12/2016
  • 11/2021 → Present
    Stegner Investment Associates, Inc.
    Louisville, KY
  • 07/2019 → 01/2021
    Public Service & Procurement Canada
    Ottawa, Ontario
  • 02/2019 → 02/2020
    Fc Barcelona Escola
    Ottawa, Ontario
  • 06/2018 → 07/2019
    Best Buy
    Ottawa, Ontario
  • 02/2021 → 11/2021
    Unemployed
    Louisville, KY
  • 01/2017 → 12/2019
    Carleton University
    Ottawa, Ontario
  • 08/2014 → 12/2016
    University Of Louisville
    Louisville, KY
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY
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