Karen Stewart (CRD# 4482238) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vail, AZ and has over 22 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities, LLC | Tucson, AZ | Sep 2021 - Current | 2 |
| Stewart Telecommunications LLC | Tucson, AZ | Feb 2003 - Current | 21 |
| Jp Morgan Chase Bank, Na | Tucson, AZ | Sep 2016 - Sep 2021 | 5 |
| Bbva Securities Inc. | Tucson, AZ | May 2016 - Sep 2016 | < 1 |
| Compass Bank | Tucson, AZ | Mar 2016 - Sep 2016 | < 1 |
| J.p. Morgan Securities LLC | Tucson, AZ | Oct 2012 - Mar 2016 | 3 |
| Jp Morgan Chase | Tucson, AZ | Aug 2004 - Mar 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- AZ
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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