Jason Bourgo

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

• 09/2005 → 05/2021
  Ameriprise Financial Services, Inc.
  Portland, ME
• 05/2021 → 03/2025
  Lincoln Investment Llc
  Fort Washington, PA
• 03/2025 → Present
  Steward Partners Global Advisory, Llc
  Palm Beach Gardens, FL
• 03/2025 → Present
  Steward Partners Investment Solutions, Llc
  Palm Beach Gardens, FL
• 03/2025 → Present
  Steward Partners Investment Advisory, Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2021-06-24 → 2025-03-31
  Lincoln Investment
  Fort Washington, PA
  North Port, FL
  St. Petersburg, FL
  Fort Lauderdale, FL
• 2002-09-12 → 2021-05-17
  Ameriprise Financial Services, Llc
  Portland, ME
  South Portland, ME
  Bethesda, MD
  Hunt Valley, MD

Other Businesses

OBA Type: Business Ownership: Name of business: NEK LLC; POSITION: Co-Owner NATURE: Rental Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2; During SECURITIES TRADING HOURS: 0 START DATE: 04/01/2011; City/State: ADDRESS: Cumberland Foreside; Duties: Coordinate the financial aspects of the business.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-06

Designations

• Certified Financial Planner

Other Names

• Jason Pierre Meagher Bourgo