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Jacob Vincent Stewart

Northcoast Asset Management LLC

Stamford, CT

Lake Oswego, OR

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Current Employers
Northcoast Asset Management Llc

400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-06-26
  • OR RA
    APPROVED
    Since 2026-06-26

Branch Locations

400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States

5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors Norcross GA 10/2018 12/2020
Full-Time Education Corvallis OR 09/2017 06/2018
Enterprise Rent-A-Car Beaverton OR 06/2017 09/2017
Full-Time Education Corvallis OR 09/2016 06/2017
Mckay Creek Beaverton OR 06/2016 09/2016
Human Investing Lake Oswego OR 10/2021 10/2024
Tmg Wealth Advisors, Inc. Beaverton OR 05/2021 09/2021
Tmg Wealth Advisors, Inc. Beaverton OR 06/2018 05/2021
Triad Advisors Norcross GA 12/2020 09/2021
Deschutes Investment Consulting, Llc Portland OR 03/2025 04/2026
Trout Creek Bible Camp Corbett OR 06/2018 09/2018
Unemployed Tigard OR 10/2024 02/2025
Northcoast Asset Management Stamford CT 05/2026 Present
  • 10/2018 → 12/2020
    Triad Advisors
    Norcross, GA
  • 09/2017 → 06/2018
    Full-Time Education
    Corvallis, OR
  • 06/2017 → 09/2017
    Enterprise Rent-A-Car
    Beaverton, OR
  • 09/2016 → 06/2017
    Full-Time Education
    Corvallis, OR
  • 06/2016 → 09/2016
    Mckay Creek
    Beaverton, OR
  • 10/2021 → 10/2024
    Human Investing
    Lake Oswego, OR
  • 05/2021 → 09/2021
    Tmg Wealth Advisors, Inc.
    Beaverton, OR
  • 06/2018 → 05/2021
    Tmg Wealth Advisors, Inc.
    Beaverton, OR
  • 12/2020 → 09/2021
    Triad Advisors
    Norcross, GA
  • 03/2025 → 04/2026
    Deschutes Investment Consulting, Llc
    Portland, OR
  • 06/2018 → 09/2018
    Trout Creek Bible Camp
    Corbett, OR
  • 10/2024 → 02/2025
    Unemployed
    Tigard, OR
  • 05/2026 → Present
    Northcoast Asset Management
    Stamford, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-27
  • S66 Uniform Combined State Law Examination
    2021-02-27
Designations

View on SEC IAPD

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COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
K2/D&S MANAGEMENT CO., L.L.C. · STAMFORD, CT
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DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
O'SHAUGHNESSY ASSET MANAGEMENT, LLC · STAMFORD, CT
CONCENTRIC CAPITAL STRATEGIES L.P. · STAMFORD, CT
INTEGRA GLOBAL ADVISORS LLC · Stamford, CT
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