LPL Financial
43yrs
Top advisor by experience in Yonkers
5yrs
John Jackson has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Yonkers, New York. John joined Stewards Advisory Services in 2021, a firm offering financial planning and investment management. John holds the CFP® designation.
One of 27 advisors with offices in Yonkers, and one of 22 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeYonkers, NY
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$1.02 million
Advisors at the firm2
States licensed ?1 state
Services through Stewards Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowStewards Advisory ServicesCurrent firm
Questions to ask John
Tailored to John’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Stewards Advisory Services at 319-229-7439 and ask for John Jackson. John works from the Yonkers, NY office.
How long has John been a financial advisor?
John has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does John hold?
Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Stewards Advisory Services reports being paid by a percentage of the assets they manage, hourly fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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