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Jared Curtis Barnecut

Investment adviser representative at Stewart Wealth Management, Inc.
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$581.5MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

19 years in the industry.

  1. Stewart Wealth Management, Inc.Mar 2007 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (CA).

Stewart Wealth Management, Inc.

$581.5MAssets managed
346Clients
3Advisers
9 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
5129271
Firm CRD
143425
Advisor's SEC record (opens in a new tab)
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