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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Ryan Stewart is a financial advisor with Keel Point, LLC, a firm that offers financial planning, consulting services, and investment management services to individuals, corporations, charitable organizations, and pooled investment vehicles. Jacob has been in the industry since 2008 and has a diverse range of experience working with various firms, including CETERA ADVISORS LLC, NGAM DISTRIBUTION, L.P., and JOHN HANCOCK DISTRIBUTORS LLC. Jacob is registered with the state of New Hampshire as an Investment Advisor Representative. Jacob holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam.
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.
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.
Consulting service to third-party ria
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
01/23/2023 - Present
Keel Point, LLC (North Billerica MA)
MA
09/13/2016 - 02/19/2020
CETERA ADVISORS LLC (WESTBOROUGH MA)
MA
08/02/2013 - 08/24/2016
NGAM DISTRIBUTION, L.P. (BOSTON MA)
MA
12/02/2010 - 07/11/2013
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
02/08/2012 - 12/31/2012
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
06/15/2010 - 12/16/2010
NEW ENGLAND SECURITIES (BOSTON MA)
MA
02/02/2009 - 06/24/2010
SIGNATOR INVESTORS, INC. (WEST BOROUGH MA)
MA
10/27/2008 - 12/10/2008
FIRST INVESTORS CORPORATION (WALTHAM MA)
IA
Issued 08/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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