Jacob Stewart
CFP®
Neuse River Financial
Financial Advisor
Jacob Stewart
CFP®
Neuse River Financial
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jacob Stewart, CFP®
Fee-Only financial planner located in Smithfield, NC, serving clients locally and across the country
Meet Jacob Stewart
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.
Education
- MS in Trust and Wealth Management, Campbell University
- BS in Business Management, Liberty University
Services
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.
Jacob Stewart is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Jacob Stewart is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Jacob Stewart
Office Locations:
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305A Stancil Street
Smithfield, NC 27577
