John
Majkowski

Steward Partners Investment Advisory, LLC

CRD#2502941
Investment Advisor
in Washington, DC

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About this Advisor

John Majkowski is a certified financial planner based out of Washington, District Of Columbia with 7 years of industry experience. Majkowski is on the advisory team at Steward Partners Investment Advisory, LLC. Throughout their career, Majkowski has worked at Steward Partners Investment Solutions, LLC, Wells Fargo Advisors LLC, Raymond James Financial Services, Steward Partners Investment Advisory, LLC, Raymond James Financial Services Advisors Inc, Steward Partners Investment Advisory and The Verus Team. Majkowski holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in District Of Columbia, Maryland and Virginia. Steward Partners Investment Advisory, LLC is a registered investment firm based out of New York, NY. The firm has offices in 45 locations and a total of 363 financial advisors. It administers $12 billion in total assets among its 27,637 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 45 charitable organizations. Of its 27,637 client accounts, 55% are associated with high-net-worth individuals who have greater than $1 million in assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advisory services largely are based on which services the firm provides the client. Fees billed by Steward Partners Investment Advisory, LLC most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1776 I St. Nw
Washington, DC 20006

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$12,168,947,752

DC Average: $7,464,549,021
Total Number of Employees

363

DC Average: 88
Total Number of Accounts

27,637

DC Average: 3,892
Average Account Size

$440,314

DC Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

John Majkowski Work History

John has been registered as a financial advisor for 7 years.*

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2016 - Present (8 years)

Raymond James Financial Services

2016 - Present (8 years)

Steward Partners Investment Advisory, LLC

2016 - Present (8 years)

Raymond James Financial Services Advisors Inc

2016 - Present (8 years)

Steward Partners Investment Advisory

2016 - Present (8 years)

The Verus Team

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*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 John Majkowski 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 Steward Partners Investment Advisory, LLC

Robert Ibrahim
Somerville, NJ
Alice Winters
New York, NY
Amanda Sachs
New York, NY
Lorraine Dickman
Paramus, NJ
Jean Delgado
New York, NY
Anthony Cervio
Clearwater, FL
Kaitlyn Ramsay
Manchester, NH
Peter Shanahan
New York, NY

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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