John Stewart
John Stewart is a registered investment advisor at Physicians Wealth Solutions, LLC, based in Columbus, OH, with 46 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 69 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
6816 Caine Road, Columbus, OH, 43235
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2016Customer Dispute
July 1992Customer Dispute
November 1982Other Business Activities
John is a 50% member of JRS Investors, LLC, which owns 68 acres of hunting land and a cabin. He spends minimal time on this activity.
Employment History
Current Registrations
Physicians Wealth Solutions, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
The Huntington Investment Company
The Huntington Investment CompanyBroker
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
Ferris, Baker Watts, LLC
Ferris, Baker Watts, LLCBroker
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Advest, INC.Broker
Painewebber IncorporatedBroker
J.C. Bradford & CO.Broker
State Registrations1 state
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.