Advisor at Stewards Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stewards Advisory Services
Location
Marion, IA
Credentials
CFP®, Series 65
Industry experience
4 years
John Jackson is a CFP® professional with four years of industry experience, currently serving at Stewards Advisory Services in Marion, Iowa. His background includes roles in wealth management as well as positions in media and education. Outside of financial advising, he has been involved with School Ministries. Stewards Advisory Services provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, with a focus on biblical stewardship. The firm employs a strategic asset allocation approach using primarily passive mutual funds and ETFs, complemented by selective active funds, and offers additional services such as tax preparation and consulting.
Based on Stewards Advisory Services
$0 - $999,999.99: 1.25% $1,000,000 - $1,999,999.99: 1.00% $2,000,000 - $4,999,999.99: 0.80% $5,000,000+: 0.50%
Consulting fees: $150 - $200 per hour; Tax preparation: $150 per hour
Account minimum: $500,000 Minimum fee: $6,250 annually, negotiable Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Marion, IA
Iowa
Lifespring Wealth Management (Stewards Advisory Services)
2026 - Present (1 year)
Lifespring Wealth Management (Stewards Advisory Services)
2021 - 2025 (4 years)
MSG Networks (MSGN Holdings LP)
2020 - 2021 (1 year)
Crestwood Technology Group (CTG)
2020 - 2021 (1 year)
School Ministries
2020 - 2024 (4 years)
Unemployed
2020 - 2020 (1 year)
Once Upon A Child (Cheery Lanza Corp)
2019 - 2020 (1 year)
MSG Networks (MSGN Holdings LP)
2019 - 2020 (1 year)
MSG Networks (MSGN Holdings LP)
2019 - 2019 (1 year)
Sportsnet New York (SNY)
2018 - 2018 (1 year)
The Dr. Oz Show (Zoco Productions)
2018 - 2018 (1 year)
Manhattan College Communication Department
2017 - 2019 (2 years)
Once Upon A Child (Cherry Lanza Corp)
2017 - 2019 (2 years)
Bell tower Books LLC
2016 - 2016 (1 year)
Full Time Education
2011 - 2019 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Marion, IA
Lexington Capital, LLC
Series 65, Series 66
Cedar Rapids, IA
Ares-Bound Capital
Series 63, Series 65
Marion, IA
TRUEWEALTH STEWARDSHIP, LLC
CFP®, Series 63
Cedar Rapids, IA
Busbee Wealth Advisors LLC
Series 63, Series 66
Cedar Rapids, IA
Lunea Wealth Management
Series 63, Series 66
Queen Creek, AZ
Bridgeway Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")