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Jamie William Stewart

State Street Global Markets, LLC

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About Jamie William Stewart

Jamie Stewart is a financial advisor at State Street Global Markets, LLC in Boston. Jamie has been in the financial industry since December 26, 2005. Jamie is licensed to sell securities in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Firm Information

Jamie Stewart is currently registered with State Street Global Markets, LLC. State Street Global Markets, LLC is a Limited Liability Company formed in 2016 and approved in 53 states and the District of Columbia, including SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

88

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.

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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Jamie Stewart’s Registration & Firm History

MA

10/01/2020 - Present

State Street Global Markets, LLC (BOSTON MA)

NY

03/14/2011 - 12/06/2011

COWEN AND COMPANY (NEW YORK NY)

PA

07/16/2004 - 01/24/2011

SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)

NY

05/25/2001 - 06/04/2004

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

FL

05/08/1995 - 07/30/1999

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

KS

02/09/1995 - 05/12/1995

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 10/15/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/11/2020

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2001

Series 3 - National Commodity Futures Examination

BC

Issued 02/08/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jamie William Stewart.
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