Jonathan M Stewart

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2016 → 06/2022
  Morgan Stanley
  Columbus, OH
• 06/2021 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2021-03-18 → 2022-06-13
  Morgan Stanley
  Columbus, OH
  Columbus, OH

Other Businesses

"Blue Sky Stables, LLC Type: Agriculture Date: 01/10/22 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: owner/operator for small agricultural activities performed on personal property. Currently farming hay on 6-7 acres of total personal property of 8.5 acres. City-State: Plain City OH * AmSpirit Business Connections - Scioto Chapter Hilliard, OH Start date: 4/1/2025 President Hours per week: 0 Hours during trading: 0 Attend and run weekly group networking meetings and events. *

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-26
• S63 Uniform Securities Agent State Law Examination
  2013-12-28

Designations

• Certified Financial Planner

Other Names

• Jon Michael Stewart
• Jonathan Michael Stewart