Steven Jemison, CFP®, CIMA®, CRPC®, Financial Advisor, Client Advocate
Steven Jemison has dedicated the last 19 years to providing honest and forthright counsel when examining a client’s financial complexity. Clients receive focused attention, sound advice and access to all resources that are available in the marketplace as an independent Registered Investment Advisor. Acting as a quarterback, Steven often leverages third party resources and relationships that he has developed over the years in order to do what is best for clients and to provide unbiased expertise and guidance.
Steven is deeply committed to helping high-net-worth individuals and select businesses manage all aspects of their finances by utilizing the resources of Private Client Wealth Advisors to build and preserve wealth. Once a client’s financial needs, short and long-term objectives, time horizons and risk tolerance are determined, Steven assists in developing investment portfolios and long-term wealth planning. Clients benefit from periodic reviews that help to ensure their long-term goals remain on track.
Steven graduated MBA from the esteemed University of Denver, Daniels College of Business and has been working in the financial industry since 1998. Steve holds several highly regarded professional designations such as the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc., the Certified Investment Management Analyst®, (CIMA®) designation and the Chartered Retirement Planning Counselor®,(CRPC®) designation.
Steve has been a Colorado resident for the past 21 years and enjoys traveling to Nantucket Island with his three children each summer. When not wearing his “financial hat” Steven is an avid guitar player and is passionate about music.