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Jeffrey M Stewart

Jeffrey M. Stewart

LUCID WEALTH PLANNING LLC
Wake Forest, NC 27587
Some features on this profile are disabled
CRD#: 5234577
Jeffrey M Stewart

Professional summary

Jeffrey M Stewart, CFP®, who also goes by Jeffrey Michael Stewart, is a registered financial advisor currently at LUCID WEALTH PLANNING LLC located in Wake Forest, North Carolina.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jeffrey has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Core Areas of Focus

Charitable Giving
Fixed Fee (Subscription
Retainer
etc.)
Generation X
High Net Worth Client Needs
Hourly
Investment Advice with Ongoing Management

Question & Answer

What are your service offerings?
Retirement Planning
Tax Planning
Estate Planning
Social Security Planning
Employee and Employer Plan Ben...
Insurance Planning
Retirement Income Management
Socially Responsible Investing
Comprehensive Financial Planni...
Debt Management
Budgeting
Investment Planning
Are you a "fiduciary"?
Yes

Aliases

Jeffrey Michael Stewart

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey M Stewart's 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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

August 13, 2019 - Present

LUCID WEALTH PLANNING LLC

Office #1: 1780 Heritage Center Dr Ste 104, Wake Forest, NC 27587
RIA
CRD#: 304756
Wake Forest, NC
Past

September 22, 2015 - May 23, 2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
DURHAM, NC
Past

September 22, 2015 - May 23, 2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
DURHAM, NC
Past

October 25, 2011 - September 14, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
RALEIGH, NC
Past

October 25, 2011 - September 14, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
RALEIGH, NC
Past

February 2, 2009 - October 11, 2011

HARRISDIRECT LLC

RIA
CRD#: 42159
FORT LAUDERDALE, FL
Past

November 9, 2006 - October 11, 2011

E*TRADE SECURITIES LLC

BD
CRD#: 29106
FT. LAUDERDALE, FL

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.

Highlighted states indicate IAR registrations

IAR
North Carolina
(8/13/2019)
IAR
Texas
(8/18/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/26/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/16/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/8/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/18/2008
General Securities Principal Examination

Current Firm

LUCID WEALTH PLANNING LLC
LUCID WEALTH PLANNING LLC
LUCID WEALTH PLANNING | LUCID WEALTH PLANNING LLC

CRD#: 304756 / SEC#:

North Carolina
Registered Investment Advisory firm - (8/13/2019 Approved)
Texas
Registered Investment Advisory firm - (8/18/2022 Conditional Restricted)
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Contact information

Main Address
1780 Heritage Center Dr Suite 201, Wake Forest, NC 27587
Mailing Address
1780 Heritage Center Dr Suite 201, Wake Forest, NC 27587
Phone number
(919) 495-0936
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts207
AUM (Assets Under Management)$ 98,088,637

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.

Company Information

LUCID WEALTH PLANNING LLC

LUCID WEALTH PLANNING LLC

CRD#: 304756Wake Forest, NC 27587

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Contact information

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