Jacob
Stewart
Human Investing
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About this Advisor
Jacob Stewart is a financial advisor based in Lake Oswego, Oregon with a total of 2 years of relevant experience. Stewart is currently employed by Human Investing. Stewart has gained experience at Triad Advisors, Volunteer Work, Full-Time Education, Enterprise Rent-A-Car, Mckay Creek, Barenbrug Usa, Blueberry Meadow, Human Investing and Tmg Wealth Advisors, Inc. Stewart has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Oregon. Human Investing is a registered investment firm that has its headquarters in Lake Oswego, OR. It oversees $1 billion in assets across its 2,323 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 2,323 client accounts, just 8% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Human Investing offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial advisory fee schedules usually vary depending on the services provided. Fees billed by Human Investing most likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Human Investing Brokerage Details
$1,416,630,044
21
2,323
$609,828
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Jacob Stewart Work History
Jacob has been registered as a financial advisor for 2 years.*
Human Investing
Tmg Wealth Advisors, Inc
Triad Advisors
Triad Advisors
Volunteer Work
Tmg Wealth Advisors, Inc
Full-Time Education
Enterprise Rent-A-Car
Full-Time Education
Mckay Creek
Full-Time Education
Barenbrug Usa
Full-Time Education
Blueberry Meadow
Full-Time Education
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Stewart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Human Investing
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
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