Charles R. Jewett
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.
Charles Robert Jewett, who also goes by Charlie Robert Jewett, was a registered financial professional .
Charles is a previously registered financial professional and started their career in finance in 2014. Charles had worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 18, 2022 - May 15, 2025
STRONGHOLD CAPITAL PARTNERS LLC
September 19, 2019 - December 20, 2021
CALCHOICE WEALTH MANAGEMENT LLC
March 28, 2016 - September 21, 2017
SECURE INVESTMENT MANAGEMENT, LLC
March 11, 2014 - March 22, 2016
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
STRONGHOLD CAPITAL PARTNERS LLC
CRD#: 315763 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 393 |
| AUM (Assets Under Management) | $ 33,110,000 |
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.
