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JS

James A. Stewart

CRD#: 5460049
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JS
James Anthony Stewart

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Anthony Stewart was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 2008. James had worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 23, 2019 - December 4, 2019

GLP INVESTMENT SERVICES, LLC

BD
CRD#: 25450
FARMINGTON, MI
Past

January 18, 2019 - December 4, 2019

ASSET ALLOCATION STRATEGIES, LLC

RIA
CRD#: 152339
HOUSTON, TX
Past

May 11, 2018 - November 8, 2018

ASSET ALLOCATION STRATEGIES, LLC

RIA
CRD#: 152339
HOUSTON, TX
Past

February 8, 2018 - November 8, 2018

GLP INVESTMENT SERVICES, LLC

BD
CRD#: 25450
FARMINGTON, MI
Past

September 30, 2016 - November 18, 2016

CROSSMARK GLOBAL INVESTMENTS, INC.

RIA
CRD#: 113360
HOUSTON, TX
Past

July 26, 2016 - November 18, 2016

CROSSMARK DISTRIBUTORS, INC.

BD
CRD#: 14970
HOUSTON, TX
Past

May 1, 2013 - October 25, 2013

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
SAN ANTONIO, TX
Past

September 13, 2010 - May 1, 2013

USAA INVESTMENT SERVICES COMPANY

RIA
CRD#: 5475
SAN ANTONIO, TX
Past

September 13, 2010 - October 25, 2013

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
SAN ANTONIO, TX
Past

May 2, 2009 - August 19, 2010

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
WINDCREST, TX
Past

May 2, 2009 - August 19, 2010

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
WINDCREST, TX
Past

November 21, 2008 - May 2, 2009

WAMU INVESTMENTS, INC.

RIA
CRD#: 599
SAN ANTONIO, TX
Past

July 24, 2008 - May 2, 2009

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/18/2008
Uniform Combined 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: 7/23/2008
General Securities Representative Examination

Current Firm

GI
GLP INVESTMENT SERVICES, LLC
CENTURION CAPITAL AND SECURITIES CORPORATION | GLPIS INSURANCE SERVICES, LLC | GLP INVESTMENT SERVICES, LLC | CHAMBERS MARTIN & CO.

CRD#: 25450 / SEC#: , 8-41868

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
33335 Grand River, Farmington, MI 48336
Mailing Address
33335 Grand River, Farmington, MI 48336
Phone number
(248) 489-0101
Established
Michigan since 06/14/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (41 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
KOCOVES, ALEXANDER KMEMBER
ROLNITZKY, JUSTIN BENJAMINDIRECTOR / PRINCIPAL6030236
WOOLSON, DARREN ANDREWCEO, COO/POO, CFO/PFO, CHIEF COMPLIANCE OFFICER4055818

Disclosures

Regulatory Event2

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

GLP INVESTMENT SERVICES, LLC

CRD#: 25450

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