Jake NortonCRD 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 6 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Stewardship Planning, LLC||Gilbert, AZ||Nov 2015 - Current||2|
|Stewardship Financial||Gilbert, AZ||Aug 2015 - Current||2|
|Lpl Financial, LLC||Goodyear, AZ||Sep 2011 - Jul 2015||3|
|Desert Schools Financial Services||Phoenix, AZ||Jan 2011 - Jul 2015||4|
|Desert View Insurance Of Arizona||Mesa, AZ||May 2011 - Aug 2011||< 1|
|Southwestern College||Phoenix, AZ||Apr 2008 - Jan 2011||2|
|Red Mountain Community Church||Mesa, AZ||Jan 2007 - Apr 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management5MILLIONS
Total Number of Accounts116ACCOUNTS
Average Account Value$42,026
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CO, TX