Jacob Robert Mcnally

Employer firm

Stewardwell LLC CRD 342950

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

Stewardwell Llc

4068 Rural Plains Circle Suite 170, Franklin, TN 37064 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2026-07-01

TN RA
APPROVED

Since 2026-07-01

Branch Locations

4068 Rural Plains Circle Suite 170, Franklin, TN 37064 • United States

Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2025-08-11
TX	RA	APPROVED	2025-08-11
VA	RA	APPROVED	2025-08-11

TN RA
APPROVED

Since 2025-08-11
TX RA
APPROVED

Since 2025-08-11
VA RA
APPROVED

Since 2025-08-11

Branch Locations

4068 Rural Plains Cir Ste 170, Franklin, TN 37064 • 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

Organization	City	State	From	To
Liberty University	Lynchburg	VA	09/2021	06/2025
Rookie's	Lynchburg	VA	04/2021	03/2022
Crossfit Lynchburg	Lynchburg	VA	03/2021	03/2023
Pine Cove Ridge Summer Camp	Columbus	TX	05/2019	08/2019
Lifetime Fitness	King Of Prussia	PA	06/2017	07/2020
Upper Merion Parks And Recreation	King Of Prussia	PA	06/2014	05/2017
Liberty University	Lynchburg	VA	08/2017	05/2021
Ameritas Investment Company, Llc	Lincoln	NE	01/2025	Present
Ameritas Advisory Services, Llc	Lincoln	NE	08/2025	Present
Broomall Total Health Center	Broomall	PA	05/2020	07/2020
Stewardwell Llc	Franklin	TN	07/2026	Present
Ameritas Life Insurance Corp	Lincoln	NE	09/2025	Present
Thompson Financial Group	Franklin	TN	06/2025	Present
Stewardwell Wealth Partners	Franklin	TN	07/2026	Present

09/2021 → 06/2025

Liberty University

Lynchburg, VA
04/2021 → 03/2022

Rookie's

Lynchburg, VA
03/2021 → 03/2023

Crossfit Lynchburg

Lynchburg, VA
05/2019 → 08/2019

Pine Cove Ridge Summer Camp

Columbus, TX
06/2017 → 07/2020

Lifetime Fitness

King Of Prussia, PA
06/2014 → 05/2017

Upper Merion Parks And Recreation

King Of Prussia, PA
08/2017 → 05/2021

Liberty University

Lynchburg, VA
01/2025 → Present

Ameritas Investment Company, Llc

Lincoln, NE
08/2025 → Present

Ameritas Advisory Services, Llc

Lincoln, NE
05/2020 → 07/2020

Broomall Total Health Center

Broomall, PA
07/2026 → Present

Stewardwell Llc

Franklin, TN
09/2025 → Present

Ameritas Life Insurance Corp

Lincoln, NE
06/2025 → Present

Thompson Financial Group

Franklin, TN
07/2026 → Present

Stewardwell Wealth Partners

Franklin, TN

Other Businesses

1) Jacob McNally is dually registered as an Investment Advisor Representative ("IAR") with StewardWell LLC ("StewardWell") since 07/2026, with Ameritas Advisory Services, LLC ("AAS") since 08/2025 and as a Registered Representative ("RR") with Ameritas Investment Company, LLC ("AIC:") since 01/2025. Business is conducted from 4068 Rural Plains Circle, Suite 170, Franklin, TN, 37064. Approximately 90% of Mr. McNally's time is dedicated to activities as an IAR of StewardWell and AAS, with the balance as an RR of AIC. 2) Thompson Financial Group; same as branch; inv rel; insurance and financial services; Agent; start date=06/2025; hrs/mo=160; trading hrs/mo=120; operation support to financial advising operation, application processing, client service, and advising. 3) StewardWell Wealth Partners; same as branch; inv rel; advisory business; DBA/Corporate Name; start date=07/2026; hrs/mo=120; trading hrs/mo=120; IAR.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-30

S66 Uniform Combined State Law Examination

2025-07-30

View on SEC IAPD