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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Wesley Stewart IV is an active advisor with Edward Jones in MT DORA, FL. John Wesley Stewart IV is also registered as an Investment Advisor Representative in Texas. John Wesley Stewart IV has been in the securities industry since 1999 and has experience with a variety of firms including Inlet Securities, LLC, Hartford Equity Sales Company Inc., Woodbury Financial Services, Inc., and Hornor, Townsend & Kent, Inc.. John Wesley Stewart IV holds Series 6, 7, 24 and 66 licenses. John Wesley Stewart IV is currently registered with Edward Jones and has been with the firm since 2012.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
09/24/2020 - Present
Edward Jones (MT DORA FL)
FL
10/06/2008 - 01/13/2012
INLET SECURITIES, LLC (WINTER PARK FL)
CT
07/06/2004 - 09/24/2008
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MN
05/10/2005 - 12/31/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
PA
12/14/1998 - 06/29/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BOTH
Issued 12/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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