Jonathan David Stewart

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 02/2002 → Present
  J.D. Stewart Financial
  Saco, ME
• 02/2002 → Present
  J.D.S. Mortgages Of Maine
  Saco, ME
• 07/2009 → Present
  Money Concepts Fpc
  Palm Beach Gardens, FL

Other Businesses

1)JDS Properties, LLC ,74 BEACH ST, SACO, ME 04072,PROPERTY MANAGEMENT,OWNER,07/01/2005,48,48, 2)J.D. STEWART FINANCIAL, INC,TAX PREP. 20 HRS.(SEASONALLY),PRESIDENT. 3. JDS MORTGAGES OF MAINE LLC, 74 BEACH STREET, SACO, ME 040472, LLC/AGENT OR REPRESENTATIVE, MORTGAGE RELATED SERVICES, 20% ACITIVITY, 40 HRS. MO DURING SECURITIES TRADING. 4. SACO YACHT CLUB TREASURER, 62 FRONT STREET, SACO, ME., BOARD OF DIRECTOR/OFFICER, NON-PROFIT, PAY BILLS AND DEPOSIT MONEY, 8 HRS. MO. DURING SECURITIES TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-07
• S63 Uniform Securities Agent State Law Examination
  1990-08-31

Other Names

• Jon Stewart