Jason Stephens CFP®
Founder & Managing Partner
Jason Stephens is the Founder and Managing Partner at Evertern Wealth. For over more than two decades, Jason has guided families through multiple market cycles, significant liquidity events, and generational transitions — experience that informs a disciplined, steady approach to capital stewardship and risk management. He frequently advises families on aligning investment strategy with governance structures, family dynamics, and long-term values, helping preserve clarity and continuity across generations. Jason intentionally limits the number of client relationships the firm serves to maintain depth of engagement, discretion, and long-term alignment.
Jason built his career at UBS Wealth Management, rising to Managing Director and was recognized as one of their top producing advisors. At UBS, Jason worked within a specialized advisor group, serving a limited number of ultra-high-net-worth families and business owners. His work focused on delivering comprehensive advice tailored to complex personal and corporate balance sheets.
Jason is a Certified Financial Planner™ (CFP®) professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He has completed executive education through The Wharton School of Business, where he obtained his Investment Consultant designation from the Wharton School at the University of Pennsylvania.
He is an active leader within Young Presidents’ Organization (YPO), a global peer network of chief executives spanning more than 140 countries. Jason previously served as Chapter Chair and continues to serve as a Board Member, contributing to governance, strategic planning, and member engagement within an active chapter.
Jason is also a member of CEO, a peer organization for chief executives and founders with members in more than 62 countries. The organization offers confidential forums, global connectivity, and lifelong leadership development among its membership.
In the philanthropic community, Jason has held several leadership roles, including Past Vice President and Trustee of the SWFL Children’s Charity and Past Heart Ball Chair and Executive Leadership Committee member for the American Heart Association’s Heart Ball in Southwest Florida. His philanthropic involvement often focuses on aligning charitable goals with long-term family legacy and values.
Jason has made Southwest Florida his home for more than 40 years, building deep community ties while advising families across the United States. Outside of his professional life, Jason is an avid traveler and enjoys staying active through tennis and golf. He values time spent with family and friends and believes personal balance and discipline play an important role in long-term success. Jason is married to Kelly and is a proud father of Tyler, Austin, Madelyn, and Nolan. Family remains central to his personal and professional philosophy, shaping his approach to helping clients pursue clarity, confidence, and continuity across generations.
Awards & Recognitions:
– Forbes America’s Top 250 Wealth Advisors*, 2017-2026
– Forbes Best-in-State Wealth Management Teams**, 2023-2026
– Barron’s Top 1,200 Financial Advisors***, 2014-2025
– Barron’s Top 1,500 Financial Advisors****, 2026
*Forbes America’s Top 250 Wealth Advisors, 2017-2026:
“2026 Forbes Top 250 Wealth Advisors, developed by SHOOK Research, is based on the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Neither Evertern Wealth nor any of its advisors pay a fee in exchange for this award. Please see https://www.forbes.com/lists/top-wealth-advisors/ for more information.”
**Forbes Best-in-State Wealth Management Teams, 2023-2026:
“2026 The Forbes Best-in-State Wealth Management Teams list, developed by SHOOK Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Neither Evertern Wealth nor any of its advisors pay a fee in exchange for this award. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more information.”
***Barron’s Top 1,200 Financial Advisors, 2014-2025:
“2025 Barron’s Top 1200 criteria are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Time period upon which the rating is based is from 09/30/2023 to 09/30/2024, and was released on 03/10/2025. Portfolio performance is not a criterion because most advisors do not have audited track records. Neither Evertern Wealth or its employees pay a fee in exchange for these rankings. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co. Evertern Wealth has paid the ratings agency for advertising.”
****Barron’s Top 1,500 Financial Advisors, 2026:
“Barron’s Top 1500 criteria are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Time period upon which the rating is based is from 09/30/2024 to 09/30/2025, and was released on 03/20/2026. Portfolio performance is not a criterion because most advisors do not have audited track records. Neither Evertern Wealth or its employees pay a fee in exchange for these rankings. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co. Evertern Wealth has paid the ratings agency for advertising.”