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Jason B. Stewart, CIMA®

West Regional Director

Jason is the Regional Director responsible for maintaining and developing advisory relationships in the Western region of the U.S. for Chartwell. Prior to joining Chartwell, Jason was a Financial Advisor at Graystone Consulting. He was also employed by Smith Barney as a Consulting Group Divisional Analyst and as a Consulting Group Senior Regional Director.

Education:

  • B.A. in Economics from Stanford University
  • Holds the CIMA® designation
  • FINRA Series 7, 65, 66

Wholesaling activities conducted through broker-dealer affiliate, Chartwell TSC Securities Corp.

Check the background of these investment professionals on FINRA’s BrokerCheck.