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Chief Compliance Officer and Chief Operating Officer · Steward Advisors Group, LLC

Jansen W. Hein

CRD 6161483 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Steward Advisors Group, LLC, an SEC-registered wealth manager based in Halfmoon, NY with $105 million in regulatory assets, lists Jansen W. Hein on its Form ADV as Chief Compliance Officer and Chief Operating Officer, a control person. The SEC filings also name Jansen at 1 other registered adviser.

Firms and roles

  • Steward Advisors Group, LLCChief Compliance Officer and Chief Operating OfficerWealth manager · Halfmoon, NY · $105M in regulatory assets
  • Simmons Capital GroupChief Compliance OfficerWealth manager · Halfmoon, NY · $213M in regulatory assets

AtlasMembers

Jansen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jansen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.