Best Investors Account Sign in
Inactive

Jason Wintersteen

Stevens Capital Partners

Omaha, NE

Claim This Profile
Current Employers
Stevens Capital Partners

15514 Spaulding Plaza Suite D02, Omaha, NE 68116 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2022-05-31
  • NE RA
    APPROVED
    Since 2022-05-31

Branch Locations

15514 Spaulding Plaza Suite D02, Omaha, NE 68116 • 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
Td Ameritrade, Inc. Omaha NE 02/2014 03/2021
Fbl Financial Group Des Moines IA 03/2021 09/2021
Fbl Marketing Services West Des Moines IA 03/2021 09/2021
Purposeful Wealth And Stevens Capital Partners Omaha NE 09/2021 Present
  • 02/2014 → 03/2021
    Td Ameritrade, Inc.
    Omaha, NE
  • 03/2021 → 09/2021
    Fbl Financial Group
    Des Moines, IA
  • 03/2021 → 09/2021
    Fbl Marketing Services
    West Des Moines, IA
  • 09/2021 → Present
    Purposeful Wealth And Stevens Capital Partners
    Omaha, NE
Previous Registrations
  • 2021-09-14 → 2022-04-01
    Stratos Wealth Advisors Llc
    Omaha, NE
  • 2021-04-07 → 2021-09-07
    Fbl Wealth Management, Llc
    West Des Moines, IA
  • 2014-05-20 → 2021-03-30
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
  • 2014-05-20 → 2021-03-30
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-19
  • S66 Uniform Combined State Law Examination
    2014-05-19
Other Names
  • Jason Todd Wintersteen

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

Other Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor