Joseph Stewart, financial advisor Fort Myers FL
93 score

Joseph Stewart

CRD Number: 1988443
Current Firm: Wells Fargo Advisors, LLC

Joseph Stewart (CRD# 1988443) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Fort Myers, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Fort Myers, FL May 2009 - Current 7
Lee Company School Board Cape Coral, FL Sep 1984 - Current 32
Wachovia Securities, LLC Fort Myers, FL Jan 2008 - May 2009 1
A.g. Edwards Fort Myers, FL Aug 1990 - Jan 2008 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Joseph M. Stewart
Phone Number: 314-875-3000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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