John Stewart (CRD# 860764) is an Investment Advisor Representative working at Physicians Wealth Solutions, LLC in Columbus, OH and has over 40 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Physicians Wealth Solutions, LLC | Delaware, OH | Jan 2015 - Current | 9 |
| Unemployed | Columbus, OH | Sep 2014 - Current | 9 |
| Ameriprise Financial Services Inc. | Gahanna, OH | Jan 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1984 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
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- OH
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Total Assets Under Management36MILLIONS
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Total Number of Accounts121ACCOUNTS
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Average Account Value$293,813
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
OH
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