Unclaimed Profile

John Eric Field

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC·PORTLAND, Oregon

SIE, Series 7, Series 24, Series 63, Series 65, Series 66Clean record20 years registeredSTEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

15495 SW SEQUOIA PARKWAY, PORTLAND, OR 97224CRD# 3087232Firm CRD# 1254

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Eric Field · PORTLAND, OR

Registration

CRD #3087232 · STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Jun 2024 – present

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Apr 2018 – present

RUSSELL INVESTMENTS

Jan 2006 – Feb 2018

Sammamish, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · January 26, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD 1254 · SEC 801-67179

AUM

$991M

Regulatory assets under management

Employees

524

2,712 client accounts

Services offered by STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does John Eric Field offer?

John Eric Field specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.

What are John Eric Field's credentials?

John Eric Field is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Eric Field located?

John Eric Field is based in PORTLAND, Oregon, working with STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does John Eric Field charge for services?

John Eric Field's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC?

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC has approximately 524 employees and manages $991M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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