First Command Advisory Services
45yrs
Top advisor by experience at First Command Advisory Services
1yr
Based in Lady Lake, Florida, Jake Stephens is a fiduciary financial advisor with 1 year of industry experience. Jake has been with Royal Fund Management since 2025. Royal Fund Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 64 advisors with offices in Lady Lake, and one of 58 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office1515 Buenos Aires Blvd, Lady Lake, FL 32159
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$310,894
Advisors at the firm83
States licensed ?1 state
Services through Royal Fund Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2025 – nowRoyal Fund Management, LLCCurrent firm
Contact Jake
(352) 750-1637Royal Fund Management main office 1515 Buenos Aires BlvdLady Lake, FL 32159Office · Get directions Instagram pageRoyal Fund Management
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Questions to ask Jake
Tailored to Jake’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jake
How do I contact Jake?
Call Royal Fund Management at (352) 750-1637 and ask for Jake Stephens. Jake works from the Lady Lake, FL office.
How long has Jake been a financial advisor?
Jake has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Jake hold?
Series 65. Tap any license on this page to see what it allows.
Is Jake a fiduciary?
Jake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jake paid?
Royal Fund Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jake for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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