Allen, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,535,815,289
ClientsTotal clients
4,940
AdvisorsAdvisors at this office
2
Of 83 advisors across 66 offices
Location
Allen TX
Advisors at this office
2
Advisors at this office
John S
Series 65, Series 66
Allen, TX
Royal Fund Management, LLC
John Stephens is a financial advisor at Royal Fund Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has managed his own CPA firm since 2000. Outside of advising, Stephens is involved in several business ventures including serving as CEO of Lag Box, LLC, a product manufacturing company, and president of ZComp, LLC, which provides payroll services. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting services. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, and offers specialized options such as non-traded REITs and an options-writing overlay for enrolled clients.
Jake S
Series 65
Allen, TX
Royal Fund Management, LLC
Jake Stephens is a financial advisor at Royal Fund Management, LLC, holding a Series 65 license with one year of industry experience. His prior work includes roles at Globelife, The Range In McKinney, and Allen Independent School District. He is also a licensed independent insurance agent in Texas, specializing in life and health insurance. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers ongoing portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to develop tailored investment strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")