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Jason Allen Stewart

Blackridge Asset Management, LLC

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About Jason Allen Stewart

Jason Stewart is a registered investment advisor representative with Blackridge Asset Management, LLC, based in Sherwood, OR. Jason holds Series 7, 66, and SIE licenses and has been in the financial services industry since January 2012. Jason's previous experience includes roles at NEXT FINANCIAL GROUP, INC. in Portland, OR, and Peak Brokerage Services, LLC in Palm Beach Gardens, FL. Jason's specializations include financial planning, portfolio management, and education. Jason has a diverse client base, including individuals, high-net-worth individuals, and corporations. Blackridge Asset Management, LLC is a firm headquartered in Jupiter, FL, specializing in investment management and financial planning services for a variety of clients.

Firm Information

Jason Stewart is currently registered with Blackridge Asset Management, LLC. Blackridge Asset Management, LLC is an investment advisor registered with the SEC and based in JUPITER, FL. They manage assets for high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth clients. They offer financial planning, educational seminars, and selection of other advisors, and their services include portfolio management for individuals. They report managing over $186.5 million in regulatory assets under management.
Blackridge Asset Management, LLC

1070 E. INDIANTOWN ROAD

JUPITER, FL 33477

$186.56M

Assets Under Management

70

Total Clients

64

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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Jason Stewart’s Registration & Firm History

OR

09/09/2024 - Present

Blackridge Asset Management, LLC (Sherwood OR)

OR

01/24/2012 - 06/24/2016

NEXT FINANCIAL GROUP, INC. (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 07/14/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason Allen Stewart. Review regulatory record here.
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