Jennifer
Makras

Steward Partners Investment Advisory, LLC

CRD#5471699
Investment Advisor
in Clearwater, FL

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About this Advisor

Jennifer Makras is a financial advisor based in Clearwater, Florida, working with Steward Partners Investment Advisory, LLC. Jennifer has previously held positions at Ameriprise Financial Services, Inc, Morgan Stanley, Accurate Advisory Services, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory LLC, Steward Partners Investment Solutions, LLC, and Raymond James Financial Services, Inc. Jennifer has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Jennifer is part of Steward Partners Investment Advisory, LLC, which operates out of Clearwater, Florida. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

600 Cleveland Street Suite 1150
Clearwater, FL 33755

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$15,388,456,057

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

499

FL Average: 88
Total Number of Accounts

30,287

FL Average: 3,892
Average Account Size

$508,088

FL 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

Jennifer Makras Work History

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2017 - Present (7 years)

Steward Partners Investment Advisory, LLC

2017 - Present (7 years)

Steward Partners Global Advisory LLC

2017 - 2022 (5 years)

Raymond James Financial Services, Inc

2015 - 2017 (2 years)

Morgan Stanley

2015 - 2015 (< 1 year)

Accurate Advisory Services

2008 - 2015 (7 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Jennifer Makras 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 Slatkin
New York, NY
Erik Mathieson
New York, NY
Wayne Mccormick
Manchester, NH
Briana Iannaccone
New York, NY
Derrick Labranche
New York, NY
Hayden Gresham
New York, NY
Erika Luczynski
New York, NY
Rodger Friedman
Clearwater, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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