JS
CFP
JS
CFP

Jonathon Stewart

23 Years of Experience
Indianapolis, IN
BrokerSells Insurance

Jonathon Stewart is a CFP-designated registered investment advisor, based in Indianapolis, IN, with 23 years of industry experience.

Location

500 East Ohio Street, Suite 200, Indianapolis, IN, 46204

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jonathon is an independent contractor for Gentry Partners and another insurance company, selling fixed, life, health, and property & casualty insurance since 2002 and 2005 respectively. He also works as an independent contractor for One Resource Group, is the president of J Bradley Stewart Inc (a holding company) and Winterwood Property Owners Association, and is a partner at Artistry Wealth, LLC; all activities take a full-time commitment.

Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Advisors LLC
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
First Allied Securities, INC.Broker
October 2012 - September 2022 · 9 yrs 11 mos
First Allied Advisory Services, INC.
October 2012 - November 2020 · 8 yrs 1 mo
Ogilvie Security Advisors CORP
October 2010 - October 2012 · 2 yrs
Ogilvie Security Advisors CorporationBroker
December 2002 - October 2012 · 9 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
February 2002 - August 2002 · 6 mos
State Registrations34 states
ALARAZCACODCDEFLGAIAIDILINKSKYLAMDMIMONCNENJNMNVNYOHORPASCTNTXUTWAWI
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.
Jonathon Stewart - Financial Advisor | TrueAdvisor