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Jacob Lubner

Steward Partners Investment Advisory, LLC

Stamford, CT

Winter Park, FL

Winter Park, FL

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Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-04
TX RA APPROVED 2025-12-02
  • FL RA
    APPROVED
    Since 2025-12-04
  • TX RA
    APPROVED
    Since 2025-12-02

Branch Locations

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

941 West Morse Boulevard Suite 130, Winter Park, FL 32789 • United States

Winter Park, FL • 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
Raymond James & Associates, Inc Winter Park FL 05/2024 02/2025
Raymond James & Associates, Inc Winter Park FL 02/2025 11/2025
Clive Daniel Home, Llc Naples FL 09/2024 09/2025
Hylant Group, Inc Lake Mary FL 05/2023 12/2023
Clive Daniel Home, Llc Naples FL 05/2022 08/2022
Vineyard Vines, Llc Estero FL 05/2022 08/2022
Clive Daniel Home, Llc Naples FL 05/2020 08/2021
Canterbury School Of Fort Myers Fort Myers FL 06/2019 08/2021
Rollins College Winter Park FL 05/2024 05/2025
Rollins College Winter Park FL 08/2020 05/2024
Canterbury School Of Fort Myers Fort Myers FL 09/2016 07/2020
Canterbury School Of Fort Myers Fort Myers FL 09/2005 09/2016
Steward Partners Global Advisory, Llc Winter Park FL 12/2025 Present
Steward Partners Investment Advisory, Llc Winter Park FL 12/2025 Present
Steward Partners Investment Solutions, Llc Winter Park FL 12/2025 Present
  • 05/2024 → 02/2025
    Raymond James & Associates, Inc
    Winter Park, FL
  • 02/2025 → 11/2025
    Raymond James & Associates, Inc
    Winter Park, FL
  • 09/2024 → 09/2025
    Clive Daniel Home, Llc
    Naples, FL
  • 05/2023 → 12/2023
    Hylant Group, Inc
    Lake Mary, FL
  • 05/2022 → 08/2022
    Clive Daniel Home, Llc
    Naples, FL
  • 05/2022 → 08/2022
    Vineyard Vines, Llc
    Estero, FL
  • 05/2020 → 08/2021
    Clive Daniel Home, Llc
    Naples, FL
  • 06/2019 → 08/2021
    Canterbury School Of Fort Myers
    Fort Myers, FL
  • 05/2024 → 05/2025
    Rollins College
    Winter Park, FL
  • 08/2020 → 05/2024
    Rollins College
    Winter Park, FL
  • 09/2016 → 07/2020
    Canterbury School Of Fort Myers
    Fort Myers, FL
  • 09/2005 → 09/2016
    Canterbury School Of Fort Myers
    Fort Myers, FL
  • 12/2025 → Present
    Steward Partners Global Advisory, Llc
    Winter Park, FL
  • 12/2025 → Present
    Steward Partners Investment Advisory, Llc
    Winter Park, FL
  • 12/2025 → Present
    Steward Partners Investment Solutions, Llc
    Winter Park, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-22
  • S66 Uniform Combined State Law Examination
    2025-09-22

View on SEC IAPD

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