Unclaimed Profile

Jon Campbell Stevenson

ML WEALTH LLC·NEW YORK, New York

SIE, Series 7, Series 24, Series 66Clean record14 years registeredML WEALTH LLC

249-245 W 17TH ST, NEW YORK, NY 10011CRD# 4999680Firm CRD# 289521

Profile Verification

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

Identity

Jon Campbell Stevenson · NEW YORK, NY

Registration

CRD #4999680 · ML WEALTH LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ML WEALTH LLC

MONEYLION

Aug 2018 – Dec 2025

NEW YORK, NY

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Dec 2015 – Apr 2018

NEW YORK, NY

BARCLAYS CAPITAL INC.

Nov 2011 – Dec 2015

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · November 14, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ML WEALTH LLC

CRD 289521 · SEC 801-111640

AUM

$11M

Regulatory assets under management

Employees

624,434 client accounts

Services offered by ML WEALTH LLC

Per Form ADV

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ML WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Jon Campbell Stevenson offer?

Jon Campbell Stevenson specializes in Investment Management.

What are Jon Campbell Stevenson's credentials?

Jon Campbell Stevenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Campbell Stevenson located?

Jon Campbell Stevenson is based in NEW YORK, New York, last registered with ML WEALTH LLC.

How does Jon Campbell Stevenson charge for services?

Jon Campbell Stevenson's firm is compensated through other: $1-5/month discretionary acct fee; membership fee to affiliate. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ML WEALTH LLC?

ML WEALTH LLC has approximately 11 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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