Jacob Stewart, financial advisor Boston MA
93 score

Jacob Stewart

CRD Number: 5610995
Current Firm: Ngam Advisors, LP

Jacob Stewart (CRD# 5610995) is an Investment Advisor Representative working at Ngam Advisors, LP in Boston, MA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Natixis Global Asset Management Boston, MA Jul 2013 - Current 3
John Hancock Distributors LLC Boston, MA Feb 2012 - Jul 2013 1
John Hancock Funds, LLC Boston, MA Dec 2010 - Jul 2013 2
Mfc Global Investment Management (u.s.), LLC Boston, MA Dec 2010 - Jul 2013 2
New England Securities Boston, MA Jun 2010 - Dec 2010 < 1
Signator Investors Inc. Westborough, MA Jan 2009 - Jun 2010 1
Cityside Bar & Grille Brighton, MA Sep 2008 - Jan 2009 < 1
First Investors Waltham, MA Oct 2008 - Dec 2008 < 1
Envit Capital Boston, MA May 2008 - Aug 2008 < 1
China Petroleum University Dongying, Aug 2007 - May 2008 < 1
Longfellow's Hotel Saratoga Springs, NY May 2006 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Jacob R. Stewart
Phone Number: 617-449-2813
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    16,463
    MILLIONS
  • Total Number of Accounts
    20,085
    ACCOUNTS
  • Average Account Value
    $819,670
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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