John Stewart

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Jackson, MI
• 11/2016 → 03/2019
  Wells Fargo Clearing Services, Llc
  Jackson, MI
• 03/2019 → 08/2024
  Wells Fargo Advisors Financial Network Llc.
  Jackson, MI
• 08/2024 → Present
  &Partners, Llc
  Nashville, TN

Previous Registrations

• 2019-03-15 → 2024-08-12
  Wells Fargo Advisors Financial Network, Llc
  Jackson, MI
• 2010-09-24 → 2019-03-15
  Wells Fargo Clearing Services, Llc
  Jackson, MI

Other Businesses

JBK JACKSON LLC POSITION: Manager NATURE: Entity established for payment of rent and other operational expenses of Meridian Wealth Management &Partners, and for allocation of such expenses to Partners INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/02/2024 ADDRESS: Jackson, MI 49201, United States

Exams

• S66 Uniform Combined State Law Examination
  2005-08-01

Other Names

• John Harold Stewart