John Stewart
John Stewart is a CFP-designated registered investment advisor at Morgan Stanley, based in Springfield, MO, with 25 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1535 East Primrose Street, Springfield, MO, 65804
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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 →Other Business ActivitiesSells Insurance
John is an insurance agent selling insurance through W & R Insurance Agencies since 2004. He also serves on the board of the MU Alumni Association and the Price Cutter Charity Championship, owns rental properties through Stewart Properties LLC, is a Board of Trustees Member for the City of Springfield, MO, Police & Firefighters' Retirement System Board, and is a partner at Delta Duck Club.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Sundvold Financial
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations27 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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