Jason Paul Hevey

Employer firm

Steward Partners Investment Advisory, LLC CRD 283004

$36.7B regulatory AUM 9,667 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 08/2020
  Morgan Stanley
  Boston, MA
• 01/2015 → 08/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2020 → 05/2022
  Raymond James Financial Services, Inc
  Boston, MA
• 08/2020 → Present
  Steward Partners Global Advisory Llc
  Andover, MA
• 08/2020 → Present
  Steward Partners Investment Advisory Llc
  Andover, MA
• 01/2015 → 08/2020
  Morgan Stanley Private Bank, N.A
  New York, NY
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Andover, MA

Previous Registrations

• 2012-04-16 → 2020-08-17
  Morgan Stanley
  Boston, MA
• 2020-08-13 → 2020-08-13
  Raymond James Financial Services Advisors, Inc
  Boston, MA

Other Businesses

1. Steward Partners Investment Advisory LLC Address: Boston, MA Nature of the Business: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 08/13/2020 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisor/Wealth Manager. Provide advice to clients about investments and goals 2. Name of Business: Marathon Wealth Management Address: One International Place, Boston, MA, 02110, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Officer - CEO Investment Related: No Start Date: 10/29/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Holistic wealth planning. \n - Investment planning\n - Insurance planning\n - Estate Planning \n - Legacy Planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-11
• S63 Uniform Securities Agent State Law Examination
  2003-04-28

Other Names

• Jason Paul Hevey