Jason Scott Stewart

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2002 → 05/2017
  Royal Alliance Associates, Inc.
  Leawood, KS
• 09/2002 → Present
  Cohen Financial Services
  Leawood, KS
• 05/2017 → Present
  Cetera Advisors Llc
  Denver, CO
• 06/2018 → Present
  The Financial Services Resource Group
  Overland, KS
• 12/2021 → Present
  N/A
  Olathe, KS
• 01/2024 → Present
  Osaic Wealth, Inc.
  Overland Park, KS

Previous Registrations

• 2017-05-04 → 2024-03-13
  Cetera Advisors Llc
  Leawood, KS
  Overland Park, KS
  Overland Park, KS
  Overland Park, KS
• 2007-11-12 → 2017-05-05
  Osaic Wealth, Inc.
  Leeawood, KS
  Overland Park, KS
• 2007-08-31 → 2010-06-30
  Cohen Advisory Services,Llc
  Leawood, KS

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED ADDRESS START DATE: 5/2017 NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: SELLING LIFE, DISABILITY, ANNUITIES, AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: COHEN FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: 10955 LOWELL AVE STE 900, OVERLAND PARK, KS 66210; START DATE: 9/2002; NATURE OF BUSINESS: FINANCIAL SERVICES & INSURANCE; APX NUMBER OF HOURS PER WEEK: 40+; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; POSITION/TITLE/RELATIONSHIP: PARTNER & FINANCIAL ADVISOR; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3.FINANCIAL SERVICES RESOURCE GROUP, LLC POSITION: Co-Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 150 START DATE: 05/02/2017 ADDRESS: 10955 Lowell Ave, Ste 520, Overland Park KS 66210, United States DESCRIPTION: Sell & service fixed insurance, securities & investment products 4. MODELING POSITION: Model NATURE: Sole proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2021 ADDRESS: 14317 S Darnell St, Olathe KS 66062, United States DESCRIPTION: Lifestyle/catalog modeling, commercial acting, voice overs 5. COHEN FINANCIAL SERVICES POSITION: Partner & Financial Advisor NATURE: Cohen Financial Services is a DBA of Financial Services Resource Group, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 150 START DATE: 09/01/2002 ADDRESS: 10955 Lowell Ave, Ste 520, Leawood KS 66210, United States DESCRIPTION: All activities and responsibilities of a Financial Advisor.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-15
• S63 Uniform Securities Agent State Law Examination
  2002-11-14