Jessica Stewart (CRD# 6180273) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 10 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brokers International Financial Services | Urbandale, IA | Mar 2024 - Current | < 1 |
| Unemployed | West Des Moines, IA | Sep 2023 - Mar 2024 | < 1 |
| Ameriprise Financial Services, LLC | Clive, IA | Jun 2021 - Sep 2023 | 2 |
| Aerotek Staffing Agency | West Des Moines, IA | Jan 2021 - Jun 2021 | < 1 |
| Unemployed | West Des Moines, IA | Aug 2020 - Dec 2020 | < 1 |
| Aerotek Staffing Agency | West Des Moines, IA | Nov 2019 - Jul 2020 | < 1 |
| Apple One | West Des Moines, IA | May 2019 - Sep 2019 | < 1 |
| Pfs Investments Inc. | West Des Moines, IA | Oct 2013 - May 2019 | 5 |
| Aerotek Staffing Agency | West Des Moines, IA | Apr 2019 - Apr 2019 | < 1 |
| Aerotek | West Des Moines, IA | Apr 2019 - Apr 2019 | < 1 |
| Unemployed | West Des Moines, IA | Jan 2019 - Mar 2019 | < 1 |
| The Gateway Church | Des Moines, IA | Mar 2009 - Dec 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2014 |
| S65 | NASAA Investment Advisors Law Examination | May 2024 |
- IA
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Total Assets Under Management2,000MILLIONS
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Total Number of Accounts11,566ACCOUNTS
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Average Account Value$172,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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