firm
Evertern Wealth
NAPLES, FL
CRD: 340830
In PWD coverage since August 18, 2026 · 1 story
$1.6BRegulatory AUMSEC Form ADV · Aug 21
12EmployeesForm ADV
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Arrivals
Jason Stephens
Aug 17 · from UBS
Departures
None tracked.
PWD coverage
Moves
Two UBS veterans launch Naples RIA after two-and-a-half-year process
Jason Stephens and Mic Lundon left UBS after more than four decades combined to open Evertern Wealth, a Naples, Fla., RIA built for high-net-worth clients.