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Jason Stewart

17 Years of Experience
Edmond, OK
Broker

Jason Stewart is a registered investment advisor, based in Edmond, OK, with 17 years of industry experience.

Location

1360 Fretz Dr, Ste. 103, Mailbox 3, Edmond, OK, 73003

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jason owns J. Stewart Financial Services LLC, rental property, Scissortail Securities, Utica Capital, and is affiliated with CIRA as an IAR. These activities take up a significant amount of Jason's time, including full-time commitments to Utica Capital and CIRA.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2022 - Present · 3 yrs 6 mos
Cambridge Investment Research, INC.Broker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
November 2017 - November 2022 · 5 yrs
Cetera Advisors LLCBroker
November 2017 - November 2022 · 5 yrs
Securian Financial Services, INC.
February 2009 - November 2017 · 8 yrs 9 mos
Securian Financial Services, INC.Broker
January 2009 - November 2017 · 8 yrs 10 mos
State Registrations5 states
ALNMOHOKTX
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.