Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Michael Stewart is a financial advisor registered with Janney Montgomery Scott LLC, a firm with over 1700 registered representatives and $85 billion in regulatory assets under management. Jason Michael Stewart is based in Philadelphia, Pennsylvania and has been in the financial industry since 2010. Jason Michael Stewart is also a licensed broker in California, Maryland and South Carolina.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
03/22/2024 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
SC
10/15/2019 - 07/18/2023
JONESTRADING (Daniel Island SC)
DC
02/22/2010 - 10/20/2015
COMPASS POINT RESEARCH & TRADING, LLC (WASHINGTON DC)
CA
01/15/2003 - 08/19/2005
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)
BC
Issued 08/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2020
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2019
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/11/2019
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/20/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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