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Jaeson Michael allan Lister

Steward Partners Investment Advisory, LLC

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About Jaeson Michael allan Lister

Jaeson Michael Allan Lister is a financial advisor with Steward Partners Investment Advisory, LLC located in Austin, Texas. Jaeson has been in the financial industry since 2014. Prior to joining Steward Partners, Jaeson worked at Kestra Investment Services, LLC and Midwestern Securities Trading Company, LLC. Jaeson holds the Series 66, Series 53, Series 24, Series 52, Series 7 and SIE licenses. Jaeson has a specialization in providing financial consulting and financial planning services to individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Jaeson Lister is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisor with 354 registered representatives and 254 licensed agents. The firm has a total of 45203 accounts under management with assets totaling $20,433,200,577. Steward Partners Investment Advisory, LLC provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm also offers other advisory services including financial consulting. They serve a variety of client types including charitable organizations, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and state or municipal government entities.

$20.43B

Assets Under Management

21,758

Total Clients

356

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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financial consulting

Financial consulting

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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Jaeson Lister’s Registration & Firm History

TX

03/27/2023 - Present

Steward Partners Investment Advisory, LLC (Austin TX)

TX

08/30/2016 - 03/24/2023

KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)

IL

06/09/2014 - 06/16/2016

MIDWESTERN SECURITIES TRADING COMPANY, LLC (EAST PEORIA IL)

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Licenses & Designations

BOTH

Issued 8/5/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 2/24/2016

Series 53 - Municipal Securities Principal Examination

BC

Issued 2/17/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2015

Series 52 - Municipal Securities Representative Examination

BC

Issued 6/9/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaeson Michael allan Lister.
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