Jason Benton Stewart
Investment adviser representative at Atalanta Sosnoff Management, LLC
14 yearsExperience
2 statesRegistered in
$3.9BFirm assets
41 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
Experience
14 years in the industry.
- Atalanta Sosnoff Management, LLCOct 2025 to now
- Advisors Asset Management, IncApr 2023 to Oct 2025
- Raymond James Investment ManagementOct 2022 to Mar 2023
- Carillon Fund Distributors, IncJun 2022 to Sep 2022
- Chartwell Tsc Securities Corp.Dec 2014 to Sep 2022
- Chartwell Investment PartnersOct 2012 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, HI).
Atalanta Sosnoff Management, LLC
$3.9BAssets managed
597Clients
1Advisers
41 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
- 2919253
- Firm CRD
- 11085