Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Stewart is a financial advisor with Edward Jones. Jonathan has been in the financial services industry since 2005. He is a registered representative with FINRA and holds Series 6, 7, 9, 10, 63, 65, 99 and SIE licenses. Jonathan has experience working with a variety of clients, including individuals, businesses, corporations, partnerships, investment clubs, limited liability companies, charitable organizations, and pension and profit sharing plans. He offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Jonathan is committed to helping his clients achieve their financial goals.
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
OH
06/06/2024 - Present
Edward Jones (UPPER ARLINGTON OH)
OH
07/29/2016 - 06/13/2022
MORGAN STANLEY (Columbus OH)
OH
12/16/2013 - 04/04/2016
FIFTH THIRD SECURITIES, INC. (POWELL OH)
OH
11/15/2012 - 05/31/2013
THE HUNTINGTON INVESTMENT COMPANY (MARYSVILLE OH)
OH
05/25/2005 - 07/23/2012
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
IA
Issued 04/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2005
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
Not sure Jonathan Stewart is the right advisor for you? Invested Better is here to help.
