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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Bradley Stewart is a financial advisor with Cetera Investment Advisers LLC in Indianapolis, Indiana. Jonathon Stewart has been in the financial industry since June 4, 2002. Jonathon Stewart is registered with FINRA as a General Securities Representative and has passed the Series 7, Series 63 and the SIE exams. He has also earned the designation of Certified Financial Planner. Jonathon Stewart was previously registered with FIRST ALLIED SECURITIES, INC. and OGILVIE SECURITY ADVISORS CORPORATION. Jonathon Stewart's office is located at 500 EAST OHIO STREET, SUITE 200, INDIANAPOLIS, IN 46204. Jonathon Stewart is licensed to sell securities in 33 states and provides financial planning, portfolio management, and other financial services to individuals, businesses, and institutions. He has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. In addition to his work as a financial advisor, Jonathon Stewart is also a partner in Artustry Wealth, 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.
A percentage of the total value of assets under management is charged.
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2
IN
05/19/2022 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
10/24/2012 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (INDIANAPOLIS IN)
IN
12/03/2002 - 10/24/2012
OGILVIE SECURITY ADVISORS CORPORATION (INDIANAPOLIS IN)
WI
02/01/2002 - 08/01/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 11/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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