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Jacob Ryan Stewart

Keel Point, LLC

North Billerica, MA

Huntsville, AL

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Current Employers
Keel Point, Llc

100 Church Street Suite 500, Huntsville, AL 35801 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-12-02
NH RA APPROVED 2023-01-23
  • MA RA
    APPROVED
    Since 2024-12-02
  • NH RA
    APPROVED
    Since 2023-01-23

Branch Locations

North Billerica, MA • United States

100 Church Street Suite 500, Huntsville, AL 35801 • 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
Natixis Global Asset Management Boston MA 06/2013 09/2016
Cetera Advisors Llc Denver CO 09/2016 Present
Ccr Wealth Management Llc Westborough MA 09/2016 02/2020
Granite Financial Partners Milford NH 08/2020 Present
Granite Financial Partners, Llc Milford NH 08/2020 Present
Keel Point, Llc Boston MA 01/2023 Present
  • 06/2013 → 09/2016
    Natixis Global Asset Management
    Boston, MA
  • 09/2016 → Present
    Cetera Advisors Llc
    Denver, CO
  • 09/2016 → 02/2020
    Ccr Wealth Management Llc
    Westborough, MA
  • 08/2020 → Present
    Granite Financial Partners
    Milford, NH
  • 08/2020 → Present
    Granite Financial Partners, Llc
    Milford, NH
  • 01/2023 → Present
    Keel Point, Llc
    Boston, MA
Previous Registrations
  • 2020-09-23 → 2023-05-11
    Granite Financial Partners
    Milford, NH
  • 2016-09-21 → 2020-02-19
    Cetera Advisors Llc
    Westborough, MA
  • 2013-08-05 → 2016-08-24
    Natixis Advisors, Llc
    Boston, MA
  • 2010-12-03 → 2013-07-25
    Manulife Investment Management (Us) Llc
    Boston, MA
  • 2010-08-06 → 2010-12-16
    New England Securities
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-03
S63 Uniform Securities Agent State Law Examination 2008-11-03
  • S65 Uniform Investment Adviser Law Examination
    2010-08-03
  • S63 Uniform Securities Agent State Law Examination
    2008-11-03
Other Names
  • Jake Stewart

View on SEC IAPD

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