Jonathan David Stewart

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  North Richland Hills, TX
• 11/2016 → 06/2020
  Wells Fargo Clearing Services, Llc
  North Richland Hills, TX
• 06/2020 → Present
  Stifel Nicolaus & Co Inc
  Fort Worth, TX

Previous Registrations

• 2011-01-03 → 2020-07-01
  Wells Fargo Clearing Services, Llc
  Hurst, TX
  Fort Worth, TX
  North Richland Hills, TX
  Fort Worth, TX
  Hurst, TX
  Watauga, TX
  Keller, TX
  Fort Worth, TX
  Hurst, TX
• 2006-09-11 → 2011-01-03
  Wells Fargo Investments, Llc
  Fort Worth, TX
  Fort Worth, TX
  Hurst, TX
  Fort Worth, TX
  Grand Prairie, TX
  Fort Worth, TX

Other Businesses

1. Uncommon Church, Inc; 601 E Airport Freeway, Euless, TX 76039; Church; Legal Board of Directors Member; Review church budget and set salaries for church staff; 03/01/2022; 8 Hours per Year; Not During Securities Trading Hours; Not Investment-Related. 2. Rescue Her, Inc; PO Box 869, Euless, TX 76039; Non Profit that empowers survivors of human trafficking to live in freedom; Board of Directors; I will oversee the following: custody of funds/securities of the organization, bank deposits, maintenance of the financial books & annual financial statement; 09/12/2022; 8 Hours per Year; Not during securities trading hours; Not Investment-Related.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-04
• S63 Uniform Securities Agent State Law Examination
  2005-10-17