Marcus Stewart

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 12/2022 → 10/2023
  Equitable Advisors Llc
  New York, NY
• 08/2022 → 12/2022
  City Of Burlington
  Burlington, WA
• 06/2021 → 08/2021
  City Of Burlington
  Burlington, WA
• 06/2019 → 08/2019
  City Of Burlington
  Burlington, WA
• 06/2020 → 12/2021
  Door Dash
  San Francisco, CA
• 08/2018 → 05/2022
  Gonzaga University
  Spokane, WA
• 07/2017 → 08/2018
  Sb&C, Ltd.
  Mount Vernon, WA
• 09/2015 → 06/2018
  Burlington-Edison High School
  Burlington, WA
• 06/2024 → Present
  Edward Jones
  St Louis, MO
• 10/2023 → 05/2024
  Embold Credit Union
  Oak Grove, OR

Previous Registrations

• 2023-02-02 → 2023-10-31
  Equitable Advisors, Llc
  Bellevue, WA

Exams

• S66 Uniform Combined State Law Examination
  2023-01-27

Other Names

• Marcus Stewart
• Marcus James Stewart