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 who works in Washington, D.C. Currently an investment advisor with Steward Partners Investment Advisory, LLC, they have accumulated 10 years of work experience. Majkowski maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Majkowski is able to advise customers based out of Washington, D.C. and Maryland. Throughout their career, they have worked at The Verus Team, Wachovia Securities, LLC, Wells Fargo Advisors LLC, Raymond James Financial Services, Steward Partners Investment Advisory, LLC, Raymond James Financial Services Advisors Inc and Steward Partners Investment Advisory. Steward Partners Investment Advisory, LLC is based out of Washington, D.C., and operates out of 17 other offices in the country. In total, Steward Partners Investment Advisory, LLC oversees $5 billion in assets throughout 12,434 accounts and employs more than 137 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 10,302 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 30% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Steward Partners Investment Advisory, LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

Disclosures

No

Office Location

1776 I St. Nw
Washington, DC 20006

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$5,196,562,420

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

199

DC Average: 88
Total Number of Accounts

13,391

DC Average: 3,892
Average Account Size

$388,064

DC Average: $1,917,921

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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 10 years of experience.

2016 - Present (3 years)

The Verus Team

2016 - Present (3 years)

Raymond James Financial Services

2016 - Present (3 years)

Steward Partners Investment Advisory, LLC

2016 - Present (3 years)

Raymond James Financial Services Advisors Inc

2016 - Present (3 years)

Steward Partners Investment Advisory

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 year)

Wachovia Securities, LLC

Disclosures

John Majkowski has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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