Jonathan Pavlik, financial advisor Indiana PA
93 score

Jonathan Pavlik

CRD 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 17 years of experience in the finance industry.

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Company Name Location Dates Years
Stewart Capital Advisors LLC Indiana, PA May 2006 - Current 10
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
Contact Info for Jonathan V. Pavlik
Phone Number: 724-465-3458
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States


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

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