John Robert Stewart
Professional Summary
John Robert Stewart is a registered financial advisor currently at PHYSICIANS WEALTH SOLUTIONS, LLC located in Columbus, Ohio. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. John has worked at 9 firms and has passed the Series 65, Series 63, Series 3, Series 5, Series 7 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
47 years in the financial services industry
Current & Past Employments
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Current Firm
KAMANN, MARK W | PHYSICIANS WEALTH SOLUTIONS, LLC
Contact Information
Main Address
6816 Caine Road, Columbus, OH 43235Phone Number
(740) 417-4160# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
135AUM (Assets Under Management)
$43,294,919Similar Advisors
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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.
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State Registrations and Notice Filings
(1/12/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 5 — Interest Rate Options Examination
Passed Sep 1985Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Feb 1988Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view John Robert Stewart's CRS (Customer Relationship Summary).
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