CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bcs Partners Llc Dba Embark Financial Partners | Muskegon, MI | Aug 2022 - Current | 1 |
| Lpl Financial LLC | Muskegon, MI | Jul 2021 - Current | 2 |
| W Western Suite 250, LLC | Muskegon, MI | Mar 2020 - Jul 2021 | 1 |
| Bcs Partners LLC | Whitehall, MI | Jul 2017 - Jul 2021 | 4 |
| Friends & Families Of Cystic Fibrosis | Grand Rapids, MI | Aug 2015 - Jul 2021 | 5 |
| Heilman Group LLC | Wyoming, MI | Jan 2015 - Jul 2021 | 6 |
| Various Insurance Carriers For W & R Insurance Agencies | Wyoming, MI | Sep 2013 - Jul 2021 | 7 |
| Waddell & Reed Inc. | Grand Rapids, MI | Mar 2013 - Jul 2021 | 8 |
| Kuyer College | Grand Rapids, MI | Sep 2016 - Nov 2020 | 4 |
| Gadget-lab | Hudsonville, MI | Jun 2015 - May 2020 | 4 |
| Rivertree Community Church | Wyoming, MI | Sep 2012 - Dec 2018 | 6 |
| Gr Business Breakfast | Grand Rapids, MI | Feb 2015 - Jan 2018 | 2 |
| Grace Bible College | Wyoming, MI | Jan 2017 - Jan 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- MI
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, WY
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