Licensee Detail

A299507
STEPHENS, JASON ERIK
UBS FINANCIAL SERVICES 801 LAUREL OAK DR STE 500
NAPLES, FL 341082764
2621 TARPON RD
NAPLES, FL 341021558
JASON.STEPHENS@UBS.COM
(239) 254-7145
Collier
1917253
Continuing Education Statistics
9/30/2026
In Progress
20
5

Valid Licenses
Type Issue Date Qualifying Appointment
LIFE INCL VARIABLE ANNUITY (0214) 8/19/1998 YES
LIFE INCL VAR ANNUITY & HEALTH (0215) 8/19/1998 YES
Active Appointments
LIFE INCL VARIABLE ANNUITY (0214)
Company Name Issue Date Exp Date
TRANSAMERICA LIFE INSURANCE COMPANY 11/30/2017 9/30/2026
FORTITUDE LIFE INSURANCE & ANNUITY COMPANY 2/7/2017 9/30/2025
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA 1/31/2022 9/30/2026
PRUCO LIFE INSURANCE COMPANY 5/1/2025 9/30/2027
EVERLAKE LIFE INSURANCE COMPANY 12/14/2007 9/30/2026
LIFE INCL VAR ANNUITY & HEALTH (0215)
Company Name Issue Date Exp Date
NATIONWIDE LIFE INSURANCE COMPANY 12/20/2007 9/30/2026
PACIFIC LIFE INSURANCE COMPANY 9/26/2017 9/30/2025
TRANSAMERICA LIFE INSURANCE COMPANY 11/30/2017 9/30/2026
JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. 10/22/2024 9/30/2027
LINCOLN NATIONAL LIFE INSURANCE COMPANY 7/2/2024 9/30/2026
JACKSON NATIONAL LIFE INSURANCE COMPANY 3/19/2019 9/30/2025
METROPOLITAN LIFE INSURANCE COMPANY 12/7/2010 9/30/2025
AMERICAN GENERAL LIFE INSURANCE COMPANY 10/2/2003 9/30/2026
FORETHOUGHT LIFE INSURANCE COMPANY 4/30/2013 9/30/2025
BRIGHTHOUSE LIFE INSURANCE COMPANY 6/27/2012 9/30/2026
Invalid Licenses
Type Issue Date Status
LIFE & HEALTH (0218) 8/19/1998 INVALID
HEALTH (0240) 8/19/1998 INVALID
Inactive Appointments
LIFE INCL VARIABLE ANNUITY (0214)
Company Name Issue Date Exp Date Status Date
NATIONWIDE LIFE AND ANNUITY INSURANCE COMPANY 6/21/2002 9/30/2008 12/5/2007
EVERLAKE LIFE INSURANCE COMPANY 7/22/2002 9/30/2008 12/9/2007
KEYPORT LIFE INSURANCE COMPANY 10/1/1998 9/30/2003 9/30/2003
JOHN HANCOCK VARIABLE LIFE INSURANCE COMPANY 12/5/2001 9/30/2006 12/17/2004
NORTHBROOK LIFE INSURANCE COMPANY 7/9/1999 9/30/2003 9/30/2003
DELAWARE LIFE INSURANCE COMPANY 2/14/2000 9/30/2008 8/20/2007
AMERICAN GENERAL LIFE INSURANCE COMPANY OF DELAWARE 2/23/2006 9/30/2014 12/28/2012
GUARDIAN INSURANCE & ANNUITY COMPANY, INC. 9/25/2017 9/30/2023 6/27/2022
PRUDENTIAL INSURANCE COMPANY OF AMERICA (THE) 11/4/2019 9/30/2022 8/19/2022
PROTECTIVE LIFE INSURANCE COMPANY 6/1/2022 9/30/2024 8/7/2023
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA 1/31/2022 9/30/2024 9/12/2022
DELAWARE LIFE INSURANCE COMPANY 12/17/2007 9/30/2010 8/27/2009
PACIFIC LIFE INSURANCE COMPANY 4/24/2009 9/30/2019 4/3/2018
TRANSAMERICA LIFE INSURANCE COMPANY 8/18/2009 9/30/2019 12/4/2017
AUGUSTAR LIFE INSURANCE COMPANY 8/14/2009 9/30/2013 8/28/2013
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA 6/2/2019 9/30/2021 10/25/2019
SUNAMERICA ANNUITY AND LIFE ASSURANCE COMPANY 7/12/2004 9/30/2014 9/4/2012
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY 1/6/2005 9/30/2013 8/20/2013
TRANSAMERICA OCCIDENTAL LIFE INSURANCE COMPANY 6/22/2005 9/30/2009 1/11/2008
PRUCO LIFE INSURANCE COMPANY 9/11/2006 9/30/2008 11/1/2007
JOHN HANCOCK VARIABLE LIFE INSURANCE COMPANY 8/2/2006 9/30/2008 7/12/2008
NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION 4/28/2010 9/30/2014 2/5/2014
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY 12/3/2010 9/30/2013 9/25/2012
AMERICAN GENERAL LIFE INSURANCE COMPANY 7/12/2004 9/30/2014 8/13/2013
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA 8/17/2015 9/30/2019 10/27/2017
LIFE INCL VAR ANNUITY & HEALTH (0215)
Company Name Issue Date Exp Date Status Date
METLIFE INVESTORS INSURANCE COMPANY 3/9/2000 9/30/2010 9/9/2009
TALCOTT RESOLUTION LIFE INSURANCE COMPANY 10/1/1998 9/30/2013 9/23/2013
TALCOTT RESOLUTION LIFE AND ANNUITY INSURANCE COMPANY 10/1/1998 9/30/2017 2/10/2016
LINCOLN NATIONAL LIFE INSURANCE COMPANY 1/12/2000 9/30/2024 12/19/2023
NATIONWIDE LIFE INSURANCE COMPANY 2/28/2000 9/30/2008 12/5/2007
BRIGHTHOUSE LIFE INSURANCE COMPANY 9/1/1998 9/30/2002 9/30/2002
WESTERN NATIONAL LIFE INSURANCE COMPANY 10/2/2003 9/30/2014 9/25/2012
METLIFE LIFE AND ANNUITY COMPANY OF CONNECTICUT 9/1/1998 9/30/2008 9/21/2006
JOHN HANCOCK LIFE INSURANCE COMPANY 12/5/2001 9/30/2006 12/17/2004
RELIASTAR LIFE INSURANCE COMPANY 12/1/2008 9/30/2011 10/6/2009
SYMETRA LIFE INSURANCE COMPANY 12/13/2019 9/30/2024 8/6/2024
JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. 10/16/2022 9/30/2025 11/17/2024
LINCOLN NATIONAL LIFE INSURANCE COMPANY 12/20/2023 9/30/2026 4/8/2024
SUNAMERICA ANNUITY AND LIFE ASSURANCE COMPANY 8/23/2004 9/30/2014 9/4/2012
METLIFE INVESTORS USA INSURANCE COMPANY 11/10/2005 9/30/2010 9/9/2009
JOHN HANCOCK LIFE INSURANCE COMPANY 8/2/2006 9/30/2008 6/7/2008
JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. 8/2/2006 9/30/2014 2/1/2013
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA 5/10/2007 9/30/2015 3/27/2015
BRIGHTHOUSE LIFE INSURANCE COMPANY 9/1/1998 9/30/2010 9/9/2009
PRUCO LIFE INSURANCE COMPANY 2/5/2008 9/30/2020 8/21/2020
VENERABLE INSURANCE AND ANNUITY COMPANY 10/5/2009 9/30/2012 3/15/2010
METLIFE INVESTORS USA INSURANCE COMPANY 6/27/2012 9/30/2016 9/19/2014
JACKSON NATIONAL LIFE INSURANCE COMPANY 8/10/2012 9/30/2018 8/21/2018
DELAWARE LIFE INSURANCE COMPANY 11/27/2015 9/30/2022 11/18/2020
JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. 12/2/2014 9/30/2019 11/30/2017
LIFE & HEALTH (0218)
Company Name Issue Date Exp Date Status Date
UNUM LIFE INSURANCE COMPANY OF AMERICA 4/4/2000 9/30/2004 8/27/2004
GENWORTH LIFE INSURANCE COMPANY 5/26/2004 9/30/2008 4/11/2008