Jason
Stewart
Advisors Asset Management, Inc
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About this Advisor
Jason Stewart is a financial advisor who works out of Redwood City, California. Stewart is currently employed by Advisors Asset Management, Inc. Throughout their career, Stewart has worked at Chartwell Investment Partners, Chartwell Tsc Securities Corp, Advisors Asset Management, Inc, Carillon Fund Distributors, Inc and Raymond James Investment Management. Stewart maintains Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Advisors Asset Management, Inc is a financial advisory firm that has its headquarters in Monument, CO. The company has offices in nine locations and a total of 253 advisors. It oversees $4 billion in assets under management among its 1,634 client accounts, placing it among the largest firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 1,634 client accounts, just 6% are held by high-net-worth investors who have at least $1 million in assets available to invest. Advisors Asset Management, Inc has a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Fees charged by financial advisors usually depend on which service is offered. Fees charged by Advisors Asset Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisors Asset Management, Inc Brokerage Details
$3,740,185,737
253
1,634
$2,288,975
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Jason Stewart Work History
Jason has been registered as a financial advisor for 0 years.*
Advisors Asset Management, Inc
Carillon Fund Distributors, Inc
Raymond James Investment Management
Chartwell Tsc Securities Corp
Chartwell Investment Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Stewart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advisors Asset Management, Inc
New York, NY
Dunwoody, GA
Olathe, KS
Princeton, NJ
Boerne, TX
Boca Raton, FL
Lisle, IL
Lisle, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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