Unclaimed Profile

Patrick James Stephens

AJ CAPITAL MANAGEMENT LLC·NASHVILLE, Tennessee

AJ CAPITAL MANAGEMENT LLC

429 CHESTNUT STREET, NASHVILLE, TN 37203-4802CRD# 6927372Firm CRD# 291880

Profile Verification

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

Identity

Patrick James Stephens · NASHVILLE, TN

Registration

CRD #6927372 · AJ CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Patrick James Stephens is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with AJ CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Patrick

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

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

Firm Overview

Firm

AJ CAPITAL MANAGEMENT LLC

AUM

$2.2B

Regulatory assets under management

Employees

133

Total firm employees

View all advisors at AJ CAPITAL MANAGEMENT LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6927372

Firm CRD# 291880

View on FINRA BrokerCheck →

Looking for a financial advisor in NASHVILLE?

Browse all registered financial advisors in NASHVILLE, Tennessee or claim this profile if it's yours.

Browse NASHVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Patrick James Stephens offer?

Patrick James Stephens specializes in Retirement Planning. Contact their office in NASHVILLE, Tennessee for a consultation.

What are Patrick James Stephens's credentials?

Patrick James Stephens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick James Stephens located?

Patrick James Stephens is based in NASHVILLE, Tennessee, working with AJ CAPITAL MANAGEMENT LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does Patrick James Stephens charge for services?

Patrick James Stephens's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AJ CAPITAL MANAGEMENT LLC?

AJ CAPITAL MANAGEMENT LLC has approximately 133 employees and manages $2.2B 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 →