John Michael Stevens

Employer firm

Hornor, Townsend & Kent, LLC CRD 4031

$9.01B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1985 → Present
  J. Michael Stevens & Assoc.
  Ogden, UT
• 09/2001 → Present
  Hornor Townsend & Kent Inc
  Salt Lake City, UT
• 09/2001 → Present
  Penn Mutual Life Ins Co
  Salt Lake City, UT

Other Businesses

1) INSURANCE BROKERAGE - DBA: J. MICHAEL STEVENS AND ASSOCIATES, INVESTMENT RELATED, 6066 SOUTH 2400 EAST, P.O. BOX 150505, OGDEN, UT 84415, INSURANCE SALES AND SERVICE, OWNER/AGENT, START DATE: 07/23/14, APPROXIMATE NUMBER OF HOURS/MONTH: 25-40, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10-25, DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) INSURANCE BROKERAGE | DBA: 1847 Financial | POSITION: Agent | NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes | NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 | START DATE: 12/29/2025 | ADDRESS: 1895 E RODEO WALK DR, #200B, HOLLADAY UT 84117 | DESCRIPTION: 1847Financial is the DBA of our Field Service office from Penn Mutual. I use it as a DBA for my insurance and financial services.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-05-17

Designations

• Chartered Financial Consultant

Other Names

• Mike Stevens