Jacob Robert Mcnally
Investment adviser representative at Stewardwell LLC
12 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Stewardwell LLCJul 2026 to now
- Stewardwell Wealth PartnersJul 2026 to now
- Ameritas Life Insurance CorpSep 2025 to now
- Ameritas Advisory Services, LLCAug 2025 to now
- Thompson Financial GroupJun 2025 to now
- Ameritas Investment Company, LLCJan 2025 to now
- Liberty UniversitySep 2021 to Jun 2025
- Rookie'sApr 2021 to Mar 2022
- Crossfit LynchburgMar 2021 to Mar 2023
- Broomall Total Health CenterMay 2020 to Jul 2020
- Pine Cove Ridge Summer CampMay 2019 to Aug 2019
- Liberty UniversityAug 2017 to May 2021
- Lifetime FitnessJun 2017 to Jul 2020
- Upper Merion Parks and RecreationJun 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
Stewardwell LLC
$0Assets managed
0Clients
8Advisers
Under 1 yearIn 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
- 8034646
- Firm CRD
- 342950