John
Jackson

Stewards Advisory Services

CRD#7467253
Investment Advisor
in Marion, IA

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About this Advisor

John Jackson is a financial advisor based in Marion, Iowa, working with Stewards Advisory Services. John has previously held positions at Full Time Education, Stew Leonard's, Bell Tower Books LLC, Once Upon A Child (Cherry Lanza Corp), Manhattan College Communication Department, The Dr. Oz Show (Zoco Productions), Sportsnet New York (SNY), MSG Networks (MSGN Holdings LP), Once Upon A Child (Cheery Lanza Corp), School Ministries, Crestwood Technology Group (CTG), and Lifespring Wealth Management (Stewards Advisory Services). John has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, John is part of Stewards Advisory Services, which operates out of Marion, Iowa. The firm has 1 office and 2 employees. The firm manages assets totaling $100.5 million 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, and portfolio management for institutional clients. The fee structure at Stewards Advisory Services includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Marion, IA

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Stewards Advisory Services Brokerage Details

Total Assets Under Management

$100,490,771

Total Number of Employees

2

Total Number of Accounts

246

Average Account Size

$408,499

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

John Jackson Work History

2021 - Present (3 years)

Lifespring Wealth Management (Stewards Advisory Services)

2020 - Present (4 years)

School Ministries

2020 - 2021 (1 year)

Crestwood Technology Group (Ctg)

2020 - 2021 (1 year)

Msg Networks (Msgn Holdings Lp)

2019 - 2020 (1 year)

Msg Networks (Msgn Holdings Lp)

2019 - 2019 (< 1 year)

Msg Networks (Msgn Holdings Lp)

2019 - 2020 (1 year)

Once Upon A Child (Cheery Lanza Corp)

2018 - 2018 (< 1 year)

The Dr. Oz Show (Zoco Productions)

2018 - 2018 (< 1 year)

Sportsnet New York (Sny)

2017 - 2019 (2 years)

Once Upon A Child (Cherry Lanza Corp)

2017 - 2019 (2 years)

Manhattan College Communication Department

2016 - 2016 (< 1 year)

Bell Tower Books LLC

2014 - 2015 (1 year)

Stew Leonard'S

2011 - 2019 (8 years)

Full Time Education

Disclosures

Please visit the SEC profile of John Jackson 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 Stewards Advisory Services

John Jackson
Marion, IA
Andrew Tuecke
Marion, IA

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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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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