Jason Paul Hevey
Investment adviser representative at Steward Partners Investment Advisory, LLC
17 yearsExperience
2 statesRegistered in
$36.7BFirm assets
10 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 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
17 years in the industry.
- Steward Partners Investment Solutions, LLCMay 2022 to now
- Steward Partners Investment Advisory, LLCAug 2020 to now
- Steward Partners Global Advisory LLCAug 2020 to now
- Raymond James Financial Services, IncAug 2020 to May 2022
- Morgan Stanley Private Bank, N.AJan 2015 to Aug 2020
- Morgan Stanley Private Bank, National AssociationJan 2015 to Aug 2020
- Morgan StanleyJun 2009 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 4348918
- Firm CRD
- 283004