Jansen William Hein
Investment adviser representative at Steward Advisors Group, LLC
15 yearsExperience
3 statesRegistered in
$105.4MFirm assets
4 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
Experience
15 years in the industry.
- Steward Advisors Group, LLCJan 2023 to now
- Simmons Capital GroupJan 2023 to now
- Heron VenturesJun 2021 to now
- Illinois State Board of InvestmentJun 2020 to Dec 2022
- UnemployedJan 2020 to May 2020
- Ernst and YoungSep 2011 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (IL, NY, TX).
Steward Advisors Group, LLC
$105.4MAssets managed
109Clients
8Advisers
4 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
- 6161483
- Firm CRD
- 321846