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James Thomas Stevenson

Edward Jones

Clearwater, FL

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-06-05
FL RA APPROVED 2019-07-01
  • TX RA
    APPROVED_RES
    Since 2021-06-05
  • FL RA
    APPROVED
    Since 2019-07-01

Branch Locations

2605 Enterprise Road East Suite 170, Clearwater, FL 33759 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Clearwater FL 05/2015 03/2019
Level Four Advisory Services Clearwater FL 05/2015 03/2019
Edward Jones Saint Louis MO 06/2019 Present
Previous Registrations
  • 2015-05-20 → 2019-03-04
    Level Four Advisory Services
    Oldsmar, FL
    Dallas, TX
    Clearwater, FL
  • 2014-06-09 → 2015-02-05
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Tampa, FL
  • 2013-04-26 → 2014-02-04
    Morgan Stanley
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-23
S63 Uniform Securities Agent State Law Examination 2011-10-31
  • S66 Uniform Combined State Law Examination
    2013-04-23
  • S63 Uniform Securities Agent State Law Examination
    2011-10-31
Other Names
  • James Thomas Stevenson
  • James Thomas Stevenson
  • James Thomas Stevenson
  • James Thomas Stevenson

View on SEC IAPD

Other Firms

PFS INVESTMENTS INC.
USA FINANCIAL SECURITIES LLC
BEDINGHAUS FINANCIAL GROUP, INC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

HEIDE REBECCA DELUCA
ESTHER LYNN ROPP
PAUL SELF
MICHAEL JAMES BURROWS
ERIK N GOLUB
RAY ALLEN LONG
TODD DANIEL BASLER
JOAN ELISE KREBEL

Other Offices

PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER , FL
USA FINANCIAL SECURITIES LLC · Clearwater, FL
BEDINGHAUS FINANCIAL GROUP, INC · CLEARWATER, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Clearwater, FL
EDWARD JONES · CLEARWATER, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · CLEARWATER, FL

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