SJ
Steinar M. Jewett
ILLUMINATION WEALTH MANAGEMENT
Indianapolis, IN
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CRD#: 7489634
SJ
Professional summary
Steinar Mikkel Jewett, who also goes by Steinar Jewett, is a registered financial advisor currently at ILLUMINATION WEALTH MANAGEMENT located in Indianapolis, Indiana.
Steinar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Steinar has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steinar Jewett
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.
CRS (Client Relationship Summary) - RIA
Click below to view Steinar Mikkel Jewett'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®
NoneExperience
Current
August 15, 2023 - Present
ILLUMINATION WEALTH MANAGEMENT
RIA
CRD#: 149576
Indianapolis, IN
Past
February 28, 2022 - August 28, 2023
VINCERE WEALTH MANAGEMENT, LLC
RIA
CRD#: 293852
INDIANAPOLIS, IN
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".
IW
ILLUMINATION WEALTH MANAGEMENT
ILLUMINATION WEALTH | RINKEY INVESTMENTS | NAME 804 | ILLUMINATION WEALTH MANAGEMENT
CRD#: 149576 / SEC#: 801-122912
RIA
Registered Investment Advisory firm - (12/16/2021 Approved)California
Registered Investment Advisory firm - (1/22/2022 Terminated)Colorado
Registered Investment Advisory firm - (12/23/2021 Terminated)Florida
Registered Investment Advisory firm - (12/23/2021 Terminated)Illinois
Registered Investment Advisory firm - (1/12/2022 Terminated)Minnesota
Registered Investment Advisory firm - (12/23/2021 Terminated)New York
Registered Investment Advisory firm - (12/23/2021 Terminated)Texas
Registered Investment Advisory firm - (12/23/2021 Terminated)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
California(8/15/2023)
IAR
Indiana(8/15/2023)
Current Firm
IW
ILLUMINATION WEALTH MANAGEMENT
ILLUMINATION WEALTH | RINKEY INVESTMENTS | NAME 804 | ILLUMINATION WEALTH MANAGEMENT
CRD#: 149576 / SEC#: 801-122912
RIA
Registered Investment Advisory firm - (12/16/2021 Approved)California
Registered Investment Advisory firm - (1/22/2022 Terminated)Colorado
Registered Investment Advisory firm - (12/23/2021 Terminated)Florida
Registered Investment Advisory firm - (12/23/2021 Terminated)Illinois
Registered Investment Advisory firm - (1/12/2022 Terminated)Minnesota
Registered Investment Advisory firm - (12/23/2021 Terminated)New York
Registered Investment Advisory firm - (12/23/2021 Terminated)Texas
Registered Investment Advisory firm - (12/23/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11622 El Camino Real Suite 100, San Diego, CA 92130
Mailing Address
Phone number
(858) 246-6855
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,091 |
| AUM (Assets Under Management) | $ 377,317,683 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
