Jason Stewart
Jason Stewart is a registered investment advisor at Atalanta Sosnoff Management, LLC, based in Redwood City, CA, with 18 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 597 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees generally range from 0.20% to 1.00% and are individually negotiated. Wrap and unified managed account program fees range between 0.23% and 0.50% per annum. Independent registered investment advisor client fees are generally 0.50% per annum.
Fee Estimator
Location
Redwood City, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Atalanta Sosnoff Management, LLC
Previous Registrations
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Carillon Fund Distributors, INC.Broker
Chartwell Investment Partners, LLC
Chartwell Tsc Securities CORP.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 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.
Exams
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