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Charles Robert Jewett

Stronghold Capital Partners LLC

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About Charles Robert Jewett

Charles Robert Jewett is a registered Investment Advisor Representative in California. Charles is currently employed with Stronghold Capital Partners LLC and has been with the firm since January of 2022. Charles is also registered as an insurance agent with Stronghold Wealth Partners LLC in Arizona. Charles has been in the industry since May of 2011. Charles has a Series 65 license. Charles is an experienced advisor, specializing in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Stronghold Capital Partners LLC has approximately 393 clients and $24,100,000 in assets under management. The firm offers fixed fees, hourly charges, and percentage of assets as compensation arrangements.

Firm Information

Charles Jewett is currently registered with Stronghold Capital Partners LLC. Stronghold Capital Partners LLC is an investment advisor based in [Main Office Location]. The firm primarily advises individuals, other than high-net-worth individuals, with approximately $24.10 million in assets under management. They provide financial planning, pension consulting, selection of other advisors, and portfolio management services.

$24.10M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitor

Solicitor

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Charles Jewett’s Registration & Firm History

CA

01/18/2022 - Present

Stronghold Capital Partners LLC (VISTA CA)

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Licenses & Designations

IA

Issued 12/30/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Robert Jewett.
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