Jake Norton, financial advisor Gilbert AZ
90 score

Jake Norton

CRD Number: 5979082
Current Firm: Stewardship Financial

Jake Norton (CRD# 5979082) is an Investment Advisor Representative working at Stewardship Financial in Gilbert, AZ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Stewardship Planning, LLC Gilbert, AZ Nov 2015 - Current < 1
Stewardship Financial Gilbert, AZ Aug 2015 - Current 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Jake A. Norton
Phone Number: (602) 384-2604 EXT 9044
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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

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