John R. Stewart

PHYSICIANS WEALTH SOLUTIONS

COLUMBUS, OH 43235

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CRD#: 860764

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.

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.

OTHER OUTSIDE BUSINESS ACTIVITIES:JRS INVESTORS, LLC,50% MEMBER OF 68 ACRES OF HUNTING LAND AND CABIN IN OTSEGO, OH (MUSKINGUM COUNTY),MEMBER,LLC,COMP:$0,HRS:1-9.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Stewart'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®

None

Experience

Current

January 12, 2015 - Present

PHYSICIANS WEALTH SOLUTIONS, LLC

Office #1: 6816 Caine Road, Columbus, OH 43235

RIA

CRD#: 170623

COLUMBUS, OH

Past

January 30, 2012 - September 4, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

GAHANNA, OH

Past

January 24, 2012 - September 4, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

GAHANNA, OH

Past

March 15, 2010 - January 23, 2012

THE HUNTINGTON INVESTMENT COMPANY

RIA

CRD#: 16986

DUBLIN, OH

Past

February 26, 2010 - January 23, 2012

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

DUBLIN, OH

Past

March 13, 2009 - March 12, 2010

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

DUBLIN, OH

Past

March 13, 2009 - March 12, 2010

RBC CAPITAL MARKETS, LLC

CRD#: 31194

DUBLIN, OH

Past

August 9, 2006 - March 13, 2009

FERRIS, BAKER WATTS, LLC

RIA

CRD#: 285

DUBLIN, OH

Past

August 4, 2006 - March 13, 2009

FERRIS, BAKER WATTS, LLC

CRD#: 285

DUBLIN, OH

Past

June 17, 2003 - August 10, 2006

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA

CRD#: 453

DUBLIN, OH

Past

May 10, 2002 - August 10, 2006

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

DUBLIN, OH

Past

June 14, 1994 - June 6, 2002

ADVEST, INC.

CRD#: 10

HARTFORD, CT

Past

December 5, 1983 - June 14, 1994

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

December 27, 1978 - December 27, 1983

J.C. BRADFORD & CO.

CRD#: 1287

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

Ohio
(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

State Security Law Exam

IAR

Series 65

Date: 3/12/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/5/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 2/3/1986

National Commodity Futures Examination

General Industry/Product Exam

Series 5

Date: 9/24/1985

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 12/16/1978

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 2/17/1988

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

PHYSICIANS WEALTH SOLUTIONS, LLC

KAMANN, MARK W | PHYSICIANS WEALTH SOLUTIONS, LLC

CRD#: 170623 / SEC#:

Ohio

Registered Investment Advisory firm - (5/6/2014 Approved)

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Contact information

Main Address

6816 Caine Road, Columbus, OH 43235

Mailing Address

Phone number

(740) 417-4160

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	140
AUM (Assets Under Management)	$ 44,025,304

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.

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Advisor Monitoring

Firm Stability Insights

John R. Stewart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Stewart's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

FERRIS, BAKER WATTS, LLC

FERRIS, BAKER WATTS, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

ADVEST, INC.

UBS FINANCIAL SERVICES INC.

J.C. BRADFORD & CO.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/12/2010

Series 63

Date: 4/5/1984

Series 3

Date: 2/3/1986

Series 5

Date: 9/24/1985

Series 7

Date: 12/16/1978

Series 8

Date: 2/17/1988

Current Firm

PHYSICIANS WEALTH SOLUTIONS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PHYSICIANS WEALTH SOLUTIONS, LLC

TRUST BUT VERIFY

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