John A. Stephens

CFP® MSFS ChFC CLU CASL TM

For over 40 years John has been in the financial services industry working to provide security and a strong future for his clients and their families.  He is a member of the Financial Planning Association.  John has completed his CERTIFIED FINANCIAL PLANNER™requirements and has received his Chartered Life Underwriter and Chartered Financial Consultant designations. 

In addition, he completed the Chartered Advisor for Senior Living, and obtained his Master of Science in Financial Services degree.  He holds insurance licenses in the areas of life, health, disability and long-term care.  Additionally, he hold FINRA Series 6,7,22 and 63 securities registrations.

John is currently a Registered Representative and Investment Adviser Representative of Equity Services, Inc.  His practice involves estate and retirement planning strategies, investment planning strategies, and asset management programs. 

John Stephens offers securities in: AK, CO, ID, MD, OR, VA, WI, AZ, DC, IL, MO, PA, VT WY, CA, FL, KS, NV, UT, HI, IA, MI, SC and WA and is insurance licensed in OR, WA  

Phone 503-227-4817