John Stewart
John Stewart is a CFP-designated registered investment advisor at Morgan Stanley, based in Springfield, MO, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
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
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