Joseph Jones
Joseph Jones is a registered investment advisor at Steward Partners Investment Advisory, LLC, based in Stuart, FL, with 36 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 35,105 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Steward Partners offers investment management through various programs. Fees are negotiable and are calculated as a percentage of the assets managed. The maximum program fee is 2.50% annually. There are minimum new account values, but no minimum quarterly program fees are listed for the Steward Partners Discretionary Portfolios and Steward Partners Guided Portfolios. The amount of compensation Steward Partners receives varies between advisory programs and services, creating a potential conflict of interest.
Location
1000 SE Monterey Commons Blvd, Suite 202, Stuart, FL, 34996
Get directionsHistory
Regulatory History (8)
Customer Dispute
May 2004Customer Dispute
November 2003Customer Dispute
May 2003Customer Dispute
October 2002Customer Dispute
March 2002Customer Dispute
January 2002Customer Dispute
December 2001Customer Dispute
July 2001Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.