Vernon Stewart (CRD# 1319855) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Greencastle, IN and has over 39 years of experience in the finance industry.
CRD# 5181757
Afp Group, LLC
CRD# 4737760
Edward Jones
CRD# 4675137
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jw Cole Advisors Inc. | Tampa, FL | Sep 2019 - Current | 4 |
Advantage Investment Management LLC | Greencastle, IN | Jan 2018 - Sep 2019 | 1 |
Securities America Advisors Inc. | Greencastle, IN | Oct 2017 - Nov 2017 | < 1 |
Securities America Inc. | Greencastle, IN | Oct 2017 - Nov 2017 | < 1 |
National Planning Corporation | Greencastle, IN | Jun 2003 - Oct 2017 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1985 |
S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
- IN
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- A percentage of assets under your management
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