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Jadyn S

Series 65

Aledo, TX

Frontier Financial Partners, LLC

Jadyn Stevens is a financial advisor at Frontier Financial Partners, LLC in Aledo, TX, with 11 years of industry experience. He holds a Series 65 designation and has been with Frontier Financial Partners since 2014. Outside of advising, Jadyn is involved in insurance sales through One Resource Group and assists with real estate consulting for a local agent. Frontier Financial Partners provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a factor-investing, core-and-satellite approach that combines passive index funds and ETFs with active funds and alternatives for global diversification.

Factor investing / smart beta Income planning Tax-loss harvesting
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Jeffrey B

Series 63, Series 65

Aledo, TX

Frontier Financial Partners, LLC

Jeffrey Benson is a financial advisor at Frontier Financial Partners, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Frontier Financial Partners since 2010. Outside of his advisory role, he is involved in insurance sales through One Resource Group, dedicating 10 to 20 hours per month. Frontier Financial Partners provides personalized financial planning and investment management services to individuals, trusts, small businesses, and charitable organizations. The firm employs a factor-investing, core-and-satellite approach using passive index funds and ETFs as the core, complemented by active funds and alternatives, with a focus on global diversification.

Factor investing / smart beta Income planning Tax-loss harvesting
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