Jason Wintersteen has been an investment adviser representative at Stevens Capital Partners since May 2022, and is not listed among the firm’s executive officers or direct owners.
Stevens Capital Partners Inc is an Omaha, NE firm with $810M under management, 681 clients and 10 advisers in one office, as of its July 2026 filing.
Jason Wintersteen’s longest registration was 6 years at TD Ameritrade Investment Management, LLC (2014–2021). Before joining Stevens Capital Partners in 2022, Jason Wintersteen was registered through Stratos Wealth Advisors LLC and FBL Wealth Management, LLC.
- Stevens Capital PartnersCurrent– present · 4 yearsOmaha, NE · Adviser representative · Firm CRD 317517
- Stratos Wealth Advisors LLC– · under a yearOmaha, NE · Adviser representative · Firm CRD 283816
- FBL Wealth Management, LLC– · under a yearWest Des Moines, IA · Adviser representative · Firm CRD 291396
- TD Ameritrade Investment Management, LLC– · 6 yearsOmaha, NE · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 6 yearsOmaha, NE · Adviser representative · Firm CRD 7870
Investment adviser representative registrations
Jason Wintersteen is registered as an investment adviser representative in Nebraska, since May 2022.
- NebraskaSince 31 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 May 2014 |
| Series 7 | General Securities Representative Examination | 31 March 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6304858
- Firm
- Stevens Capital Partners · CRD 317517
- Office
- 15514 SPAULDING PLAZA, SUITE D02, Omaha, NE 68116
- Registration
- Investment adviser registration
- In the industry since
- June 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Wintersteen work?
Jason Wintersteen is an investment adviser representative registered through Stevens Capital Partners Inc since May 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jason Wintersteen a financial advisor?
Yes. Jason Wintersteen has a current investment-adviser registration in Nebraska, through Stevens Capital Partners since May 2022.
How many years of experience does Jason Wintersteen have?
Jason Wintersteen has 12 years in the financial industry, since June 2014, across 5 adviser firms.
What exams has Jason Wintersteen passed?
Jason Wintersteen has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2014. FINRA credited Jason Wintersteen with the SIE, which began in October 2018.
Where did Jason Wintersteen work before Stevens Capital Partners?
Before Stevens Capital Partners, Jason Wintersteen was registered through Stratos Wealth Advisors LLC, September 2021 to April 2022; FBL Wealth Management, LLC, April 2021 to September 2021; TD Ameritrade Investment Management, LLC, May 2014 to March 2021; TD Ameritrade, Inc., May 2014 to March 2021.
Where is Jason Wintersteen based?
Jason Wintersteen’s registered office is in Omaha, NE.
Is Jason Wintersteen registered with FINRA?
No. Jason Wintersteen has no current broker registration.
How can I verify Jason Wintersteen’s record?
Search CRD 6304858 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Wintersteen’s full registration record.
