Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Stewart is an investment advisor representative with Edward Jones. Jacob has over 16 years of experience in the financial services industry. Jacob is registered with the state of Oklahoma and Texas. Jacob is a Series 7 and 66 registered representative. Prior to joining Edward Jones, Jacob was employed with Farm Credit of Western Oklahoma and MML Investors Services, Inc. Jacob offers financial planning, pension consulting, and selection of other advisors. Jacob is registered to serve individuals, corporations or other businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OK
12/17/2019 - Present
Edward Jones (CLINTON OK)
OK
03/12/2007 - 12/09/2008
UVEST FINANCIAL SERVICES GROUP, INC. (CLINTON OK)
OK
09/17/2003 - 01/19/2007
MML INVESTORS SERVICES, INC. (CLINTON OK)
MO
09/10/2002 - 05/15/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 10/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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