JS
CFP
JS
CFP

Jacob Vincent Stewart

4 Years of Experience
May Earn Commission
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
334 clients
Average Client Portfolio
$7.4M average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
One-Time Plan:$2,500 - $500,000
Hourly Rate:$250 - $350/hr
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Location

200 SW Market Street, Suite 550, Portland, OR, 97201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Deschutes Investment Consulting, LLC
March 2025 - Present · 11 mos
Previous Registrations
Human Investing
October 2021 - October 2024 · 3 yrs
Tmg Wealth Advisors, INC.
May 2021 - April 2022 · 11 mos
Triad Advisors LLCBroker
December 2020 - October 2021 · 10 mos
State Registrations2 states
ORTX
Advisor
Exams
No exam information available for this advisor.