Jonathan Adam Dutton
Investment Adviser Representative at Steward Partners Investment Advisory, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Adam Dutton is an investment adviser representative with Steward Partners Investment Advisory, LLC in Hixson, TN, where they have been registered since 2024. They have worked in the securities industry since 2005 and have been registered with 4 firms, including Raymond James Financial Services Advisors, Inc and Ameriprise Financial Services, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Tennessee.
Registrations & licenses
- Investment adviser:
- Tennessee
- Broker:
5 states and territories
Alabama, Florida, Georgia, Ohio, Tennessee
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ameriprise Financial Services, Inc.Aug 2009 – Aug 2018Chattanooga, TN
- Raymond James Financial Services Advisors, Inc.Jul 2018 – Mar 2024Chattanooga, TN
- Raymond James Financial Services, Inc.Jul 2018 – Mar 2024Chattanooga, TN
- Freedom Street PartnersMay 2020 – Mar 2024Chattanooga, TN
- Steward Partners Global Advisory, LLCMar 2024 – no end date reportedChattanooga, TN
- Steward Partners Investment Solutions, LLCMar 2024 – no end date reportedChattanooga, TN
- Steward Partners Investment Advisory, LLCMar 2024 – no end date reportedChattanooga, TN
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Steward Partners Investment Advisory, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 460
- Offices listed on AdvisorFinder:
- 28
- Main office:
- Stamford, CT
- SEC file number:
- 801-107426
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 22, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Adam Dutton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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