Marcus Stewart
Investment adviser representative at Edward Jones
11 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Edward JonesJun 2024 to now
- Embold Credit UnionOct 2023 to May 2024
- Equitable Advisors LLCDec 2022 to Oct 2023
- City of BurlingtonAug 2022 to Dec 2022
- City of BurlingtonJun 2021 to Aug 2021
- Door DashJun 2020 to Dec 2021
- City of BurlingtonJun 2019 to Aug 2019
- Gonzaga UniversityAug 2018 to May 2022
- Sb&c, Ltd.Jul 2017 to Aug 2018
- Burlington-edison High SchoolSep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7662425
- Firm CRD
- 250