Jacob Vincent Stewart

Employer firm

Northcoast Asset Management LLC CRD 282241

$4.97B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CREDIT, CASH AND INSURANCE SOLUTIONS, FAMILY OFFICE SERVICES, CORPORATE EXECUTIVE SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2025-03-21 → 2026-05-06
  Deschutes Investment Consulting, Llc
  Tigard, OR
  Portland, OR
  Tigard, OR
• 2021-10-08 → 2024-10-15
  Human Investing
  Lake Oswego, OR
• 2021-05-03 → 2022-04-05
  Tmg Wealth Advisors, Inc.
  Beaverton, OR

Exams

• S66 Uniform Combined State Law Examination
  2021-02-27

Designations

• Certified Financial Planner