![Jason Towles, financial advisor Ada MI](/img/ws/profile-blank-sq.png)
Jason Towles (CRD# 7174014) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 4 years of experience in the finance industry.
![Rishi Acharya, financial advisor Ada MI](/img/ws/profile-blank-sq.png)
CRD# 4414566
J.p. Morgan Securities LLC
![Craig Ackermann, financial advisor Ada MI](/img/ws/profile-blank-sq.png)
CRD# 4187403
Stewardship Trust Advisors
![Todd Ackermann, financial advisor Ada MI](/img/ws/profile-blank-sq.png)
CRD# 2030049
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Generations Wealth Advisors LLC | Raleigh, NC | Jan 2024 - Current | < 1 |
Usa Financial Securities | Ada, MI | Jan 2024 - Current | < 1 |
Army National Guard | Portsmouth, VA | Mar 2014 - Current | 10 |
Wells Fargo Clearing Services, LLC | Vinton, VA | Sep 2019 - Dec 2023 | 4 |
Wells Fargo Bank, Na | Vinton, VA | Aug 2018 - Dec 2023 | 5 |
Navy Federal Credit Union | Chesapeake, VA | Aug 2016 - Aug 2018 | 2 |
Chartway Credit Union | Chesapeake, VA | May 2016 - Aug 2016 | < 1 |
Chick-fil-a | Chesapeake, VA | Sep 2015 - Jun 2016 | < 1 |
Food Lion | Chesapeake, VA | May 2014 - Sep 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2019 |
S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- DC
- NC
- VA
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Total Assets Under Management269MILLIONS
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Total Number of Accounts1,395ACCOUNTS
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Average Account Value$192,611
- A percentage of assets under your management
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