John Jackson
Stewards Advisory Services · Yonkers, New York
John Jackson is a fee-only financial advisor at Stewards Advisory Services in Yonkers, New York, who holds the CFP credential. John focuses on retirement planning, estate & legacy planning and tax planning. Stewards Advisory Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Stewards Advisory Services |
|---|---|
| Based in | Yonkers, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $128.0M across 293 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA · CRD 7467253 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.stewardsadvisory.com |
| Profile |
How John's firm compares
- Stewards Advisory Services's average account is about $437,000, from its Form ADV (assets managed divided by 293 accounts).
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Questions about John
Is John Jackson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Stewards Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Stewards Advisory Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is John Jackson based?
John Jackson is based in Yonkers, New York.
What does John specialize in?
John's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does John Jackson hold?
John Jackson holds the CFP credential.
Is John Jackson registered with the SEC?
Yes. John Jackson is registered as an investment adviser representative in IA (CRD 7467253), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stewards Advisory Services manage?
Stewards Advisory Services reports $128.0M across 293 accounts in assets under management.
How do I contact John Jackson?
Through John's website, www.stewardsadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Stewards Advisory Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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