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Jackson Stewart
16 Years of Experience
Carmel, IN
1 DisclosureBroker
Jackson Stewart is a registered investment advisor at Raymond James & Associates, INC., based in Carmel, IN, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
11611 N Meridian St, Ste 600, Carmel, IN, 46032-7118
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2015Denied
Other Business Activities
Jackson acts as a trustee for his brother's Irrevocable Life Insurance Trust, ensuring annual premium payments are made. This requires minimal time commitment.
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2019 - Present · 7 yrs
Raymond James & Associates, INC.
August 2018 - Present · 8 yrs 1 mo
Raymond James & Associates, INC.Broker
August 2018 - Present · 8 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - August 2018 · 5 yrs 10 mos
Chase Investment Services CORP.Broker
October 2009 - October 2012 · 3 yrs
State Registrations2 states
FLIN
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.