John Ho Seo
Investment adviser representative at Steward Partners Investment Advisory, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$36.7BFirm assets
Are you John Ho Seo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Steward Partners Investment Advisory, LLCJun 2025 to now
- Steward Partners Global Advisory, LLCJun 2025 to now
- Simplex Wealth ManagementJun 2015 to now
- Consilium Wealth Management, LLCOct 2010 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 3175582
- Firm CRD
- 283004