Securities, insurance and investment advisory services offered through SagePoint Financial, member FINRA/SIPC. JStephens Wealth Management is a marketing name. This communication is strictly intended for individuals residing in the states of TX, CA, CO, MI and LA. No offers may be made or accepted from any resident outside the specific state(s) referenced. ©Copyright 2017IMPORTANT CONSUMER INFORMATION A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results.
Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details.
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