Todd E. Stewart

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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

• 07/2013 → Present
  Jp Morgan Securities Llc
  Northbrook, IL

Previous Registrations

• 2012-01-05 → 2013-07-09
  Accountants Investment Advisory Services, Llc
  Chicago, IL
• 2011-04-01 → 2011-12-12
  Raymond James & Associates, Inc.
  St. Petersburg, FL
  Chicago, IL
• 2005-06-08 → 2011-07-06
  Howe Barnes Capital Management, Inc.
  Chicago, IL
  Chicago, IL
• 2000-05-18 → 2005-06-14
  Morgan Stanley Dw Inc.
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-27
• S63 Uniform Securities Agent State Law Examination
  1987-10-07

Designations

• Certified Financial Planner

Other Names

• Todd Edwards Stewart