John Stewart is a CFP-designated registered investment advisor at LPL Financial LLC, based in Mansfield, OH, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2036 West Fourth St., Ste 100, Mansfield, OH, 44906
Get directionsHistory
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 Activities
John operates Crystal Investment Group, Inc. as a DBA for his LPL business since 2010. He also runs Jack P. Stewart, Inc., his law firm where he does legal work and some tax returns, dedicating about half his time. Additionally, John works as a Notary Public, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Raymond James Financial Services, INC.Broker
Lm Financial Partners, 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.