Jason S. Stewart

OSAIC WEALTH

Overland Park, KS 66210

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CRD#: 2659506

Professional summary

Jason Scott Stewart is a registered financial advisor currently at OSAIC WEALTH, INC. located in Overland Park, Kansas.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jason has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED ADDRESS START DATE: 5/2017 NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: SELLING LIFE, DISABILITY, ANNUITIES, AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: COHEN FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: 10955 LOWELL AVE STE 900, OVERLAND PARK, KS 66210; START DATE: 9/2002; NATURE OF BUSINESS: FINANCIAL SERVICES & INSURANCE; APX NUMBER OF HOURS PER WEEK: 40+; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; POSITION/TITLE/RELATIONSHIP: PARTNER & FINANCIAL ADVISOR; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3.FINANCIAL SERVICES RESOURCE GROUP, LLC POSITION: Co-Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 150 START DATE: 05/02/2017 ADDRESS: 10955 Lowell Ave, Ste 520, Overland Park KS 66210, United States DESCRIPTION: Sell & service fixed insurance, securities & investment products 4. MODELING POSITION: Model NATURE: Sole proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2021 ADDRESS: 14317 S Darnell St, Olathe KS 66062, United States DESCRIPTION: Lifestyle/catalog modeling, commercial acting, voice overs 5. COHEN FINANCIAL SERVICES POSITION: Partner & Financial Advisor NATURE: Cohen Financial Services is a DBA of Financial Services Resource Group, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 150 START DATE: 09/01/2002 ADDRESS: 10955 Lowell Ave, Ste 520, Leawood KS 66210, United States DESCRIPTION: All activities and responsibilities of a Financial Advisor.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Scott Stewart's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Jason Scott Stewart's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 1, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 10955 Lowell Ave Suite 520, Overland Park, KS 66210

RIA

CRD#: 23131

Overland Park, KS

Current

March 1, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 10955 Lowell Ave Suite 520, Overland Park, KS 66210

RIA

CRD#: 23131

Overland Park, KS

Past

May 4, 2017 - March 13, 2024

CETERA ADVISORS LLC

RIA

CRD#: 10299

OVERLAND PARK, KS

Past

May 4, 2017 - March 13, 2024

CETERA ADVISORS LLC

CRD#: 10299

OVERLAND PARK, KS

Past

November 12, 2007 - May 5, 2017

OSAIC WEALTH, INC.

RIA

CRD#: 23131

LEAWOOD, KS

Past

August 31, 2007 - June 30, 2010

COHEN ADVISORY SERVICES,LLC

RIA

CRD#: 115540

LEAWOOD, KS

Past

November 12, 2002 - May 5, 2017

OSAIC WEALTH, INC.

CRD#: 23131

LEAWOOD, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(3/1/2024)

Arizona
(3/1/2024)

Arkansas
(3/1/2024)

California
(3/1/2024)

Colorado
(3/1/2024)

Florida
(3/1/2024)

IAR

Florida
(9/4/2024)

Georgia
(3/1/2024)

Illinois
(3/1/2024)

Kansas
(3/1/2024)

IAR

Kansas
(3/1/2024)

Maryland
(3/1/2024)

Michigan
(3/1/2024)

Minnesota
(3/1/2024)

Missouri
(3/1/2024)

Nebraska
(3/15/2024)

Nevada
(1/15/2025)

New Jersey
(9/4/2024)

New York
(1/7/2025)

North Carolina
(3/19/2024)

Ohio
(3/1/2024)

Oklahoma
(3/1/2024)

Oregon
(3/1/2024)

South Dakota
(3/1/2024)

Texas
(3/1/2024)

IAR

Texas
(9/3/2024)

Vermont
(3/1/2024)

Virginia
(3/1/2024)

Washington
(3/13/2024)

Wisconsin
(3/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/15/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/14/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/11/2002

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER
CORNICK, GREGORY ALLEN	CEO, PRESIDENT, DIRECTOR	3132991
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory assets under management

Total Number of Accounts	797,559
AUM (Assets Under Management)	$ 200,266,275,275

Disclosures

Regulatory Event	50
Arbitration	31
Bond	7

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason S. Stewart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Scott Stewart's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Jason Scott Stewart's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

OSAIC WEALTH, INC.

COHEN ADVISORY SERVICES,LLC

OSAIC WEALTH, INC.

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/15/2007

Series 63

Date: 11/14/2002

SIE

Date: 10/1/2018

Series 7

Date: 11/11/2002

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

TRUST BUT VERIFY

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