Jeffrey Lewis Stewart

Current Employers

Employment History

• 11/2014 → Present
  Robert W. Baird & Co. Incorporated
  Mt Vernon, WA

Previous Registrations

• 2010-12-01 → 2014-11-07
  Mcadams Wright Ragen, Inc.
  Mount Vernon, WA
• 2000-01-27 → 2010-12-06
  Wells Fargo Investments, Llc
  Everett, WA
  Lake Stevens, WA
  Mt. Vernon, WA
  Sedro Woolley, WA
  Mount Vernon, WA

Other Businesses

NAME AND ADDRESS: IMMACULATE CONCEPTION REGIONAL SCHOOL ENDOWMENT FUND 1321 E DIVISION STREET MOUNT VERNON, WA 98274 NATURE OF ENTITY: THE ENDOWMENT FUND OF ICRS WAS DEVELOPED TO INSURE THE LONG-TERM SURVIVAL OF THE SCHOOL. THE PURPOSE IS TO ENHANCE THE LONG-TERM ABILITY OF ICS TO PROVIDE THE EDUCATION OF STUDENTS AT THE LOWEST POSSIBLE COST. RESPONSIBILITIES IN THIS ROLE: I HAVE THE ROLE OF MAKING INVESTMENT DECISIONS FOR THE ICRS ENDOWMENT FUNDS. I REPORT TO THE BOARD ONCE A QUARTER ON THE PERFORMANCE OF THE FUNDS IN THE ACCOUNTS AND ANY CHANGES MADE DURING THE QUARTER HOURS DEVOTED: 4 HOURS PER QUARTER. NONE DURING SECURITIES TRADING HOURS. Name/Address: Mount Vernon School Tennis Booster Club Treasurer 314 N 9th St Mount Vernon WA 98273 Start Date: 5/15/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Treasurer Non Investment Related

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-27
• S63 Uniform Securities Agent State Law Examination
  1996-02-12

Other Names

• Jeffrey Stewart