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Jonathon Bradley Stewart

Cetera Investment Advisers LLC

Indianapolis, IN

Carmel, IN

CRD 4244767

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Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-05-19
IN RA APPROVED 2020-11-12
  • TX RA
    APPROVED
    Since 2022-05-19
  • IN RA
    APPROVED
    Since 2020-11-12

Branch Locations

9265 Counselors Row Suite 120, Indianapolis, IN 46240 • United States

Carmel, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brunette & Associates Indianapolis IN 10/2001 Present
First Allied Securities San Diego CA 10/2012 09/2022
First Allied Advisory Services, Inc. San Diego CA 10/2012 11/2020
First Allied Advisory Services Schaumburg IL 11/2020 11/2020
Cetera Advisors Llc Indianapolis IN 09/2022 Present
Artistry Wealth, Llc Indianapolis IN 03/2020 01/2026
Cetera Investment Advisers Llc Schaumburg IL 11/2020 Present
Artistic Strategies Indianapolis IN 02/2026 Present
  • 10/2001 → Present
    Brunette & Associates
    Indianapolis, IN
  • 10/2012 → 09/2022
    First Allied Securities
    San Diego, CA
  • 10/2012 → 11/2020
    First Allied Advisory Services, Inc.
    San Diego, CA
  • 11/2020 → 11/2020
    First Allied Advisory Services
    Schaumburg, IL
  • 09/2022 → Present
    Cetera Advisors Llc
    Indianapolis, IN
  • 03/2020 → 01/2026
    Artistry Wealth, Llc
    Indianapolis, IN
  • 11/2020 → Present
    Schaumburg, IL
  • 02/2026 → Present
    Artistic Strategies
    Indianapolis, IN
Previous Registrations
  • 2012-10-24 → 2020-11-12
    First Allied Advisory Services, Inc.
    San Diego, CA
    Indianapolis, IN
  • 2010-10-25 → 2012-10-24
    Ogilvie Security Advisors Corporation
    Chicago, IL
    Indianapolis, IN
    Indianapolis, IN
Other Businesses

1. INSURANCE; INDEPENDENT CONTRACTOR; INSURANCE (FIXED/LIFE/HEALTH/P&C); START DATE 01/01/2005; 160 HRS. PER MONTH. 2. J BRADLEY STEWART INC; PRESIDENT; HOLDING COMPANY; START DATE 01/01/2004; 160 HOURS PER MONTH. 3. WINTERWOOD PROPERTY OWNERS ASSOCIATION; PRESIDENT; OTHER; START DATE 01/01/2020; 4 HOURS PER MONTH. 4. NAME OF OTHER BUSINESS: ARTISTIC STRATEGIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-11-29
  • S63 Uniform Securities Agent State Law Examination
    2001-11-29
Designations
  • Certified Financial Planner
Other Names
  • Bradley Stewart
  • Brad Stewart
  • Jon Bradley Stewart

View on SEC IAPD

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