Joseph Ryan Steward

Current Employers

Employment History

• 03/2006 → 06/2017
  Core Realty Llc
  Jacksonville, FL
• 06/2017 → 02/2019
  Fidelity Investments
  Jacksonville, FL
• 02/2019 → 09/2019
  Charles Schwab & Co., Inc.
  Jacksonville, FL
• 02/2019 → 09/2019
  Charles Schwab Bank
  Jacksonville, FL
• 09/2019 → Present
  Lincoln Investment
  Fort Washington, PA

Previous Registrations

• 2019-03-07 → 2019-09-17
  Charles Schwab & Co., Inc.
  Jacksonville, FL

Other Businesses

CAPITAL ANALYSTS OF JACKSONVILLE, FL, INC. POSITION: Agent NATURE: Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 09/23/2019 ADDRESS: 8160 Baymeadows Way West, #310, Jacksonville FL 32256, United States DESCRIPTION: Sales of insurance DAVE RAMSEY - FINANCIAL PEACE UNIVERSITY CLASS COORDINATOR POSITION: Class Coordinator NATURE: Budget/Debt Class INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 7556 Salisbury Rd, Jacksonville FL 32256, United States DESCRIPTION: Organize class, lead discussion, play Dave Ramsey video CAPITAL HOLDINGS 1, INC. POSITION: President NATURE: Holding company for single/multifamily rental real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2012 ADDRESS: 9099 Spindletree Way, Jacksonville FL 32256, United States DESCRIPTION: Order repairs when needed, deposit rent checks. Property Manager handles day to day issues. CAPITAL ANALYSTS OF JACKSONVILLE, FL INC. POSITION: Financial Advisor NATURE: Financial Planning/Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/23/2019 ADDRESS: 8160 Baymeadows Way West, Suite 310, Jacksonville FL 32256, United States DESCRIPTION: Financial Planning/Wealth Management

Exams

• S66 Uniform Combined State Law Examination
  2017-11-08