John Stewart, financial advisor Mount Dora FL
78 score

John Stewart

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2012 - Current 4
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for John W. Stewart
Phone Number: 314-515-2000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78

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