Jeffrey W Stevenson

Current Employers

Employment History

• 10/2009 → Present
  October Three, Llc
  Inverness, IL

Other Businesses

JEFFREY STEVENSON IS THE Majority OWNER OF OCTOBER THREE, LLC, WHICH ENTITY OWNS OCTOBER THREE CONSULTING, LLC ("O3C"), OCTOBER THREE PLATFORM SOLUTIONS ("O3PS"), O3 Financial Solutions LLC, O3 Annuity Services, O3 Advisory LLC (which owns Retirement Learning Cener LLC and O3 Plan Advisory Service LLC, both advisor education entities), and O3 Management Services, Inc. O3C PROVIDES ACTUARIAL AND BENEFIT CONSULTING AND O3PS CONSTRUCTS TECHNOLOGY SOLUTIONS. O3C AND O3PS BEGAN OPERATING IN OCTOBER 2009, ARE NOT INVESTMENT-RELATED, AND ARE OPERATED FROM THE SAME LOCATION AS OCTOBER THREE FINANCIAL SOLUTIONS. IT IS ANTICIPATED THAT MR. STEVENSON WILL SPEND APPROXIMATELY 70% OF HIS TIME ON ACTIVITIES FOR O3C AND the rest of his time on other business lines of October Three. 2) MR. STEVENSON IS THE PRESIDENT OF K&JVENTURES, LLC AND AFFILIATED ENTITIES (SECOND BLESSING CAPITAL, LLC) AND O3 HOLDINGS, LLC, WHICH IS AN INVESTMENT-RELATED ENTITY THAT STRICTLY MANAGES INVESTMENTS FOR THE FAMILY ENTITY. Mr. Stevenson is the trustee of JEFFREY W STEVENSON2005 DECLARATION OF TRUST APRIL 6 2005. The trust owns O3 Holdings which owns October Three LLC, which owns Westport Financial Services, LLC's parent company Westport HRH LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-10