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James Francis Stewart

Worth Asset Management

Dallas, TX

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Current Employers
Worth Asset Management

17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-09-14
  • TX RA
    APPROVED
    Since 2021-09-14

Branch Locations

17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harbor Weatlh Management Addison TX 07/2009 08/2021
Worth Asset Management Dallas TX 08/2021 Present
  • 07/2009 → 08/2021
    Harbor Weatlh Management
    Addison, TX
  • 08/2021 → Present
    Worth Asset Management
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-09-16
S63 Uniform Securities Agent State Law Examination 1997-08-19
  • S65 Uniform Investment Adviser Law Examination
    1997-09-16
  • S63 Uniform Securities Agent State Law Examination
    1997-08-19
Other Names
  • James Kennedy

View on SEC IAPD

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Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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