Jason Wintersteen
Stevens Capital Partners · Omaha, Nebraska
Jason Wintersteen is a fee-only financial advisor at Stevens Capital Partners in Omaha, Nebraska. Stevens Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Stevens Capital Partners |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $810.3M across 2,575 accounts |
| SEC registration | Investment adviser representative in NE · CRD 6304858 |
| Exams passed | Series 66 (2014) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.mypurposefulwealth.com |
How Jason's firm compares
- Stevens Capital Partners's average account is about $315,000, from its Form ADV (assets managed divided by 2,575 accounts).
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Questions about Jason
Is Jason Wintersteen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Stevens Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Stevens Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Wintersteen based?
Jason Wintersteen is based in Omaha, Nebraska.
Is Jason Wintersteen registered with the SEC?
Yes. Jason Wintersteen is registered as an investment adviser representative in NE (CRD 6304858), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stevens Capital Partners manage?
Stevens Capital Partners reports $810.3M across 2,575 accounts in assets under management.
How do I contact Jason Wintersteen?
Through Jason's website, www.mypurposefulwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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