portrait of Jonathan M Stewart

About Jonathan

Throughout my life, I've always enjoyed finding ways to have a positive impact on those around me. Helping others is an integral part of who I am, and I feel blessed to have a career that allows me to do this. I chose this career, so I can make a meaningful difference in the lives of my clients and members of my community.

As a financial advisor, I enjoy getting to know my clients, learning what is most important to them and partnering with them to build personalized strategies to achieve their financial goals. We also work with our clients' attorneys,...

Focus Areas

  • Portfolio Reviews
  • Employee Stock Options
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesJune 2022 to Current
  • Morgan StanleyApril 2016 to June 2022

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Ohio Dominican UniversityBachelor of Science

Personal Interests

  • Community Outreach
  • Volunteering
  • Sports Enthusiast
  • Outdoor Enthusiast
  • Traveling

Team Members

  • Kylie Gardner
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

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