James Francis Stewart
Investment adviser representative at Worth Asset Management
17 yearsExperience
1 stateRegistered in
$288.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Worth Asset ManagementAug 2021 to now
- Harbor Weatlh ManagementJul 2009 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (TX).
Worth Asset Management
Legal name: Worth Asset Management, LLC
$288.2MAssets managed
333Clients
10Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2634424
- Firm CRD
- 166970