Jacob Vincent Stewart
Investment adviser representative at Northcoast Asset Management LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Northcoast Asset Management LLCMay 2026 to now
- Deschutes Investment Consulting, LLCMar 2025 to Apr 2026
- UnemployedOct 2024 to Feb 2025
- Human InvestingOct 2021 to Oct 2024
- Triad AdvisorsOct 2018 to Sep 2021
- Tmg Wealth Advisors, Inc.Jun 2018 to Sep 2021
- Trout Creek Bible CampJun 2018 to Sep 2018
- Full-time EducationSep 2017 to Jun 2018
- Enterprise Rent-a-carJun 2017 to Sep 2017
- Full-time EducationSep 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OR).
Northcoast Asset Management LLC
$5BAssets managed
4,486Clients
31Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7033816
- Firm CRD
- 282241