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Jonathan Stewart

Money Concepts Advisory Service
36 Years of Experience
Saco, ME
2 DisclosuresBroker
View SEC Summary
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Jonathan Stewart is a registered investment advisor at Money Concepts Advisory Service, based in Saco, ME, with 36 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B in assets under management.

Money Concepts Advisory Service
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
395 advisors
Number of Clients
17,032 clients
Average Client Portfolio
$239K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.30%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.60%

Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4 Scammon Street Unit 32, Saco, ME, 04072

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2004
Denied
Customer Dispute
July 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jonathan owns JDS Properties LLC, a property management company, and is the president of J.D. Stewart Financial, Inc, where he does seasonal tax preparation. He is also an agent for JDS Mortgages of Maine LLC and treasurer of the Saco Yacht Club, dedicating about a quarter of his time to mortgage services and a few hours per week to the yacht club.

Employment History
Current Registrations
Money Concepts Advisory Service
July 2009 - Present · 17 yrs 3 mos
Money Concepts Capital CORPBroker
July 2009 - Present · 17 yrs 3 mos
Previous Registrations
Ing Financial Partners, INC.Broker
January 2004 - July 2009 · 5 yrs 6 mos
Locust Street Securities, INC.Broker
February 2002 - January 2004 · 1 yr 11 mos
Wma Securities, INC.Broker
September 1997 - February 2002 · 4 yrs 5 mos
PFS Investments INC.Broker
September 1990 - September 1997 · 7 yrs
State Registrations13 states
AZFLGAKYMAMENCNHNYPASCUTWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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