Jason StewartCRD Number: 5917744
Current Firm: Financial Investment Team ("fit")
Jason Stewart (CRD# 5917744) is an Investment Advisor Representative working at Financial Investment Team ("fit") in Portland, OR and has over 5 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Peak Brokerage Services, LLC||Palm Beach Gardens, FL||Jun 2016 - Current||1|
|Healthcarepdx.com||Portland, OR||Jan 2013 - Current||5|
|Financial Investment Team||Portland, OR||Mar 2011 - Current||7|
|24 Hour Fitness||Beaverton, OR||Mar 2007 - Current||11|
|Jason Stewart Diet Plan||Portand, OR||Jan 2013 - Dec 2016||3|
|Next Financial Group, Inc.||Houston, TX||Apr 2011 - Jun 2016||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management99MILLIONS
Total Number of Accounts1,175ACCOUNTS
Average Account Value$84,255
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
CA, CO, OR, TX, WA
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