Unclaimed Profile

Jeffrey Stegner

INTERSECT CAPITAL LLC·SAN RAMON, California

Clean recordINTERSECT CAPITAL LLC

12657 ALCOSTA BOULEVARD, SAN RAMON, CA 94583CRD# 6398355Firm CRD# 122418

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Stegner · SAN RAMON, CA

Registration

CRD #6398355 · INTERSECT CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Stegner is a registered financial advisor based in SAN RAMON, California, affiliated with INTERSECT CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

INTERSECT CAPITAL LLC

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at INTERSECT CAPITAL LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6398355

Firm CRD# 122418

View on FINRA BrokerCheck →

Looking for a financial advisor in SAN RAMON?

Browse all registered financial advisors in SAN RAMON, California or claim this profile if it's yours.

Browse SAN RAMON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey Stegner offer?

Jeffrey Stegner specializes in Financial Planning, Investment Management. Contact their office in SAN RAMON, California for a consultation.

What are Jeffrey Stegner's credentials?

Jeffrey Stegner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Stegner located?

Jeffrey Stegner is based in SAN RAMON, California, working with INTERSECT CAPITAL LLC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.

How does Jeffrey Stegner charge for services?

Jeffrey Stegner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTERSECT CAPITAL LLC?

INTERSECT CAPITAL LLC has approximately 4 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →