Jonathan
Dutton
Steward Partners Investment Advisory, LLC
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About this Advisor
Jonathan Dutton is a financial advisor based in Chattanooga, Tennessee, working with Steward Partners Investment Advisory, LLC. Jonathan has previously held positions at Ameriprise Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Raymond James Financial Services, Inc, Freedom Street Partners, Steward Partners Global Advisory, LLC, Steward Partners Investment Solutions, LLC, and Steward Partners Investment Advisory, LLC. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Tennessee. Currently, Jonathan is part of Steward Partners Investment Advisory, LLC, which operates out of Chattanooga, Tennessee. 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
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$15,388,456,057
499
30,287
$508,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Jonathan Dutton Work History
Steward Partners Global Advisory, LLC
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Freedom Street Partners
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Ameriprise Financial Services, Inc
Disclosures
Please visit the SEC profile of Jonathan Dutton 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
Virginia Beach, VA
Boston, MA
New York, NY
Baltimore, MD
Clearwater, FL
New York, NY
Manchester, NH
Suffolk, VA
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