Jason Bourgo
Investment adviser representative at Steward Partners Investment Advisory, LLC
21 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$36.7BFirm assets
Are you Jason Bourgo? 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
21 years in the industry.
- Steward Partners Investment Advisory, LLCMar 2025 to now
- Steward Partners Global Advisory, LLCMar 2025 to now
- Steward Partners Investment Solutions, LLCMar 2025 to now
- Lincoln Investment LLCMay 2021 to Mar 2025
- Ameriprise Financial Services, Inc.Sep 2005 to May 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 3 states (FL, LA, 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
- 4543554
- Firm CRD
- 283004