John StewartCRD Number: 3035265
Current Firm: Edward Jones
John Stewart (CRD# 3035265) is an Investment Advisor Representative working at Edward Jones in Mount Dora, FL and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Edward Jones||St Louis, MO||Jan 2012 - Current||5|
|Inlet Securities LLC||New Smyrna Beach, FL||Oct 2008 - Jan 2012||3|
|Woodbury Financial Services||Maitland, FL||May 2005 - Sep 2008||3|
|Hartford Equity Sales Company, Inc.||Lake Mary, FL||Jul 2004 - Sep 2008||4|
|Hartford Life||Lake Mary, FL||Jun 2004 - Sep 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)