Jim Stewart
Chief Investment Officer
Jim Stewart is the Chief Investment Officer at Worth Asset Management, bringing more than 30 years of experience in portfolio management, securities analysis, and long-term wealth strategy. He joined Worth in 2020 after serving over 13 years as CIO of Harbor Wealth Management, where he led investment research, market outlook, and portfolio construction efforts.
In his role at Worth, Jim chairs the firm’s investment committee and guides the team’s overall investment process—from security selection and portfolio design to implementation and performance evaluation. He tracks market developments closely and produces forward-looking insights that fuel committee discussion and help shape customized investment solutions for clients.
Jim earned his Bachelor of Science in Mathematical Sciences with a concentration in Statistics from the University of Texas at Dallas, graduating Cum Laude.
Outside the office, Jim is passionate about family, travel, and competitive volleyball. He is also the founder and club director of Dallas One Volleyball—the largest boys-only volleyball club in Texas—where he has coached for many years and led teams to multiple podium appearances, including two gold, one silver, and three bronze medals at the Junior Olympic and AAU National Championships. His recent travels have taken him to France, Italy, Spain, and Peru, where he enjoys traveling and experiencing new destinations with his fiancé, Patricia. Jim is the proud father of three adult children, Gabrielle, Kennedi & Jett and is committed to lifelong learning, athletics, and creating meaningful experiences with the people he loves.
Ph: (469) 257-5077
jstewart@worthassetmgmt.com
As a retired couple, my husband and I are pleased with Worth Asset Management’s handling of our account. We are constantly kept updated on all activity and meet at least twice a year for full reviews. Everyone at Worth Asset Management’s office is professional and friendly. My husband and I will be with them for many more years.
A Trusted Partner for Our Retirement Years
Keep doing what you are doing! Communication is key and I am most happy to say I found the right firm to assist me with my financial planning.
The Right Firm, the Right Communication
The firm is very professional, has very high integrity and really seems to care about what is best for the client.
A Firm That Truly Puts Clients First
I trust them to take care of my finances and I truly believe they care about me as a person and friend, not just a client.
Hilary M.
You’re not just a Number here
We appreciate the weekly updates on what is going on with our investment. Being up front with all business matters that affect us. Always open to questions and our thoughts.
Ron f.
Transparency you can actually feel
Jim is knowledgeable, friendly and easy to talk to. He understands my financial goals and helps me work towards them. He takes the time to explain things so I understand. I am happy I've made the switch to Worth. Wish I had found Jim and Worth sooner.
i am so Happy I've made the switch to worth
Donna P.
Philip is delightful, helpful and takes his time understanding and explaining. Very grateful after using many different advisors to find Philip.
Helpful, Patient, and Truly Invested in You
Phil is interested in all aspects of our life and he gets involved and interested in my business. He's been the best advisor I have ever had! Just a great experience and Phil reaches out to us consistently.
stu s.
Trusted with business. invested in life.
His ability to invest in products that earn growth in my IRA. Phillip is very down to earth, friendly, explains everything in detail, and is very responsive. I enjoy working with Phillip and I trust his judgment.
Ilene V.
Smart strategy. Zero intimidation.
