Jeffrey Wayne Stephenson

Current Employers

Employment History

• 02/1985 → Present
  Trek Trading Corporation
  San Diego, CA
• 10/2019 → Present
  Integrated Advisors Network, Llc/Dba Copper Crest Advisors,Llc
  Palos Verdes Estates, CA
• 12/2015 → 12/2020
  Jw Stephenson Pc
  San Diego, CA
• 09/2019 → Present
  Copper Crest Cpas Llp
  San Diego, CA

Previous Registrations

• 1998-10-05 → 2006-12-31
  Pacific Coast Asset Management, Inc.
  San Diego, CA

Other Businesses

Trek Trading Corporation - non-investment related, 7957 Purple Sage, San Diego, CA 92127, holding company not currently active, president and sole-owner, 2/1985, 1 hour/mth, annual filings. Copper Crest CPA's LLP - non-investment related, 5330 Carroll Canyon Rd, Ste 100, San Diego, CA 92121, professional services business, accounting and tax preparation services offered to some of same clients of Copper Crest Advisors, LLC and Integrated Advisors Network, LLC, financial consulting, employee and CPA, strategic partner, 10/2019, 60 hours/mth, 1-4 hours during trading hours, CPA services. Copper Crest Capital, investment-related, 5330 Carroll Canyon Rd, Ste 100, San Diego, CA 92121, 2019, hours in line with advisory services, DBA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-22
• S63 Uniform Securities Agent State Law Examination
  1991-05-14

Other Names

• Jw Stephenson
• Jeff Stephenson