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Jim@JimStephan.com

James Stephan is a Financial Advisor of Securities America Advisors, Inc., offering advisory services through Securities America Advisors, Inc. James Stephan is also a Registered Representative of Securities America, Inc. Member FINRA/SIPC, offering securities through Securities America, Inc.  Securities America and its representatives do not offer estate planning, tax or legal advice: these services are offered in conjunction with a qualified professional. Information provided herein is a summary of our understanding of the current estate law, is not exhaustive, is subject to change and should not be used or relied on for investment or legal advice. Please note that EverBank and Securities America, Inc. are not affiliated entities and that non-banking investments offered by Jim Stephan thorugh Securities America, Inc. are not FDIC insured, not guaranteed by a bank, and can lose value. EverBank Money Market saving and checking bank programs are FDIC insured as offered to you by Jim Stephan of Securities America. Securities licensed in: AZ, CO, FL, IA, KS, MN, ND, PA, WA, WI. Insurance licensed in: AZ, FL, IA, KS, MN, WI. Advisory licensed in: MN.