In 1989, shortly after graduating from Thornton Academy, Jon Stewart, President of JD Stewart Financial, became licensed as an insurance agent, assisting people to find the right life insurance policy for their needs. One year later, in 1990, Jon obtained his investment (securities) license, allowing him to help his clients invest for future needs, such as retirement and college planning. In 1993, after attending an income tax training program, Jon began preparing income tax returns to further help his clients understand the impact of investments and retirement plans on their income. In 1995, debt was becoming a major problem in America, and Jon became licensed to offer consolidation loans and home mortgages, allowing people to free up money to provide better insurance coverage and monthly disposable income to invest for their future. Finally, in 2002, Jon, along with a few key people, formed JD Stewart Financial, Inc, and JDS Mortgages of Maine, LLC. Today, those companies continue to provide a full range of financial services, allowing their clients a "One Stop" independent financial services agency.
We believe the knowledge and experience an individual needs is best provided by an independent agent –someone with the integrity and professionalism to take the time to learn about your specific needs and then tailor the best possible program for you. A financial adviser should be able to assist you with services that take into account your major financial decisions.
Tax preparation, mortgage loans, life insurances, retirement planning, your 401k performance, our agency offers a wide range of services. We’ll adjust to your needs! We can work in person, on the phone or online—it’s your choice. Feel free to contact our office to get more information or to schedule a financial review. Thank you for your business!
Jon Stewart currently serves as Regional Director at Money Concepts® Wealth Management & Financial Planning