an Office of Garrett Investment Advisors, LLC
Jacob Stewart, CFP®
Jacob has been working in the financial services industry since 2012. After obtaining his master’s degree from Campbell University in North Carolina, he has worked with Thrivent Financial, Wells Fargo Advisors and Fidelity Investments as a financial advisor or as a 401(k) consultant. Jacob is a Marine and an Iraq War veteran. For the past few years he has proudly worked as a contractor with military families as a financial counselor on military installations at home and abroad.
He very much enjoys his work and his aim is to bring peace of mind to clients about their financial situation through financial planning.
Jacob hails from Oklahoma and relocated to North Carolina in 2011 after finishing his military service. He enjoys reading, running, gardening, studying the Bible, being outdoors, and making music with his family. His passions also include humanitarian work and missions. Jacob lives with his wife and son in Smithfield, NC.
- MS in Trust and Wealth Management, Campbell University
- BS in Business Management, Liberty University
Jacob will work with individuals from all age groups and income levels. Jacob is a Fee-Only financial planner, providing services that can range from consultation on a specific area to continuous on-going services such as retirement planning, portfolio construction and investment management. Jacob has specific experience working with the military community and government employees, and understands the unique financial benefits and challenges of military and government employment.
Neuse River Financial
302 Stancil St.
Smithfield, NC 27577
Email | firstname.lastname@example.org
Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a Fee-Only SEC registered investment advisor. Tel: (910) FEE-ONLY. Neuse River Financial may offer investment advisory services in the State of North Carolina and in other jurisdictions where exempted.