Jonathan PavlikCRD Number: 3135731
Current Firm: Stewart Capital Advisors, LLC
Jonathan Pavlik (CRD# 3135731) is an Investment Advisor Representative working at Stewart Capital Advisors, LLC in Indiana, PA and has over 19 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Axa Advisors, LLC
Cadaret Grant & Co Inc.
|Stewart Capital Advisors LLC||Indiana, PA||May 2006 - Current||11|
|Investment Professionals, Inc.||San Antonio, TX||Oct 2006 - Jun 2014||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
Total Assets Under Management1,343MILLIONS
Total Number of Accounts30ACCOUNTS
Average Account Value$44,767,023
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services