Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan David Stewart is a financial advisor registered with Stifel, Nicolaus & Company, Inc.. Jonathan has been in the industry since August 2005 and has been registered with Stifel, Nicolaus & Company, Inc. since June 2020. Jonathan has a Series 6, Series 7, Series 63 and Series 66 licenses. Jonathan is also registered with the state of Texas. Jonathan specializes in providing financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Jonathan's previous employment includes Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC.
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.
1
2
TX
06/24/2020 - Present
Stifel, Nicolaus & Company, Inc. (FORT WORTH TX)
TX
01/03/2011 - 07/01/2020
WELLS FARGO CLEARING SERVICES, LLC (NORTH RICHLAND HILLS TX)
TX
08/09/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (FORT WORTH TX)
BOTH
Issued 08/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jonathan Stewart is the right advisor for you? Invested Better is here to help.
