Jason Stewart (CRD# 5610595) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Edmond, OK and has over 15 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2022 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2022 - Current | 1 |
| Cetera Advisors LLC | Denver, CO | Nov 2017 - Nov 2022 | 5 |
| Securian Advisors Midamerica Inc. | Edmond, OK | Oct 2008 - Nov 2017 | 9 |
| Minnesota Life Ins Co | St Paul, MN | Oct 2008 - Nov 2017 | 9 |
| Securian Financial Services, Inc. | St Paul, MN | Oct 2008 - Nov 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2009 |
- OK
- TX
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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