Jacob Stewart (CRD# 5610995) is an Investment Advisor Representative working at Keel Point, LLC in North Billerica, MA and has over 15 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keel Point, LLC | Boston, MA | Jan 2023 - Current | 1 |
| Granite Financial Partners | Milford, NH | Aug 2020 - Current | 3 |
| Granite Financial Partners, LLC | Milford, NH | Aug 2020 - Current | 3 |
| Cetera Advisors LLC | Denver, CO | Sep 2016 - Current | 7 |
| Ccr Wealth Management LLC | Westborough, MA | Sep 2016 - Feb 2020 | 3 |
| Natixis Global Asset Management | Boston, MA | Jun 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2008 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2010 |
- NH
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Total Assets Under Management2,940MILLIONS
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Total Number of Accounts5,548ACCOUNTS
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Average Account Value$530,003
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV
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