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JH

Jansen W. Hein

STEWARD ADVISORS GROUP
CHICAGO, IL
Some features on this profile are disabled
CRD#: 6161483
JH

Professional summary

Jansen William Hein is a registered financial advisor currently at STEWARD ADVISORS GROUP, LLC located in Chicago, Illinois and SIMMONS CAPITAL GROUP located in Chicago, Illinois.

Jansen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jansen has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jansen William Hein'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

November 8, 2023 - Present

STEWARD ADVISORS GROUP, LLC

RIA
CRD#: 321846
CHICAGO, IL
Current

January 29, 2025 - Present

SIMMONS CAPITAL GROUP

RIA
CRD#: 281122
Chicago, IL

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".
SC
SIMMONS CAPITAL GROUP
AIFG CONSULTANTS LTD. | SIMMONS CAPITAL GROUP | SIMMONS ADVISORY GROUP

CRD#: 281122 / SEC#: 801-106746

RIA
Registered Investment Advisory firm - (10/13/2015 Approved)

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
Illinois
(11/8/2023)
IAR
New York
(11/8/2023)
IAR
Texas
(11/8/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/18/2023
Uniform Investment Adviser Law Examination

Current Firm

SC
SIMMONS CAPITAL GROUP
AIFG CONSULTANTS LTD. | SIMMONS CAPITAL GROUP | SIMMONS ADVISORY GROUP

CRD#: 281122 / SEC#: 801-106746

RIA
Registered Investment Advisory firm - (10/13/2015 Approved)
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Contact information

Main Address
139 Meyer Road, Halfmoon, NY 12065
Mailing Address
Phone number
(518) 406-5624
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

04 24 2024 SCG FORM ADV PART 2A FINAL (3/26/2025)
04 24 2024 SCG FORM ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE FINAL (3/26/2025)

Regulatory assets under management

Total Number of Accounts455
AUM (Assets Under Management)$ 194,471,066

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

SIMMONS CAPITAL GROUP

CRD#: 281122Chicago, IL

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