My Qualifications 

Jonathan Stewart, Senior Vice President/Investments - Forth Worth, Texas branch of StifelJonathan Stewart
Senior Vice President/Investments

 

With nearly 15 years of investment industry experience, I have helped clients with a variety of backgrounds address their financial needs and pursue their goals.  Whether you are planning for retirement, saving for your children's or grandchildren's education, or looking to distribute your wealth in a tax-efficient manner, I can help.  My mission is to create a comprehensive plan that aligns your investments with your values and future intentions.  I look forward to extending my services to you and your family.  Together, we can discuss personalized wealth planning and investment strategies that suit your unique situation.

I began my financial services career with Wells Fargo Bank in 2003 as a personal banker and then transitioned to becoming a Financial Advisor in 2010.  During that time, I have developed long-term relationships through educating my clients, providing competence in various financial areas, and objectively acting in my clients' best interests.

As life circumstances change, so must your investment strategies in order to stay on course as you work toward your financial objectives.  That's why I make it a priority to continually review your planning strategy, making adjustments as it relates to the financial markets, economic conditions, tax law changes, and personal life circumstances.  In addition to planning, I will guide you through the ever-changing estate planning environment to help mitigate risk to your wealth across multiple generations.  

I live in the Keller area with my wife, Tiffany, and our five children, Nicholas, Elijah, Isabel, Isaiah, and Hannah Grace.  My children's ages range a bit, so there is never a dull moment!  We are passionate parents to four adopted children, and our fifth child was a surprise blessing.  We are also involved in our community through our church.