Jacob Stewart Email & Phone Number
Wealth Advisor @ WealthMore
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Jacob Stewart Location
- Smithfield, NC, US
Jacob Stewart Work
- Wealth Advisor @ (November 2022 - Present)
- Financial Planner @ (March 2022 - July 2024)
- Financial Planner @ Neuse River Financial (August 2021 - August 2022)
- Financial Counselor - Seymour Johnson AFB @ (July 2020 - March 2022)
- Financial Counselor - RAF Lakenheath @ (January 2018 - July 2020)
- Distribution Consultant @ (June 2016 - January 2018)
- Advisor Associate @ Providence Financial Resources (November 2015 - February 2016)
- Financial Associate @ (January 2015 - October 2015)
- World Race Volunteer @ (January 2014 - November 2014)
- Financial Associate @ (January 2013 - December 2013)
- Property Manager @ Continental Management Company LLC (March 2008 - August 2011)
- PVT-SGT - Infantry @ (June 2005 - June 2011)
Jacob Stewart Education
- Campbell University
Master of Science (M.S.) (Trust and Wealth Management)
2011-2012 - Liberty University
Bachelor of Science (B.S.) (Business Administration and Management, General)
2007-2010 - Columbia University
CFP Board Financial Planning Teaching Seminar
Jacob Stewart Skills
- Certified Financial Planner
- FinTech
- Financial Planning
- Financial Planning Software
- Startups
- Tax Planning
Jacob Stewart Summary
- Jacob Stewart, based in Smithfield, NC, US, is currently a Wealth Advisor at WealthMore. Jacob Stewart brings experience from previous roles at Brightside, Neuse River Financial and Zeiders Enterprises, Inc.. Jacob Stewart holds a 2011 - 2012 Master of Science (M.S.) in Trust and Wealth Management @ Campbell University. With a robust skill set that includes Certified Financial Planner, FinTech, Financial Planning, Financial Planning Software, Startups and more. Jacob Stewart has 2 emails and 1 mobile phone numbers on RocketReach.
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