The etymology of “Stewart” comes from the old English word “steward” meaning a guardian of the household. In this spirit, my goal is to help my clients manage their wealth while focusing on the growth, risk mitigation, and, when the time comes, transition of their assets. With more than 20 years of investment industry experience, I work with individuals, business owners, and non-profits to craft comprehensive investment plans. Whether you are planning for retirement, saving for your children’s or grandchildren’s education, or looking to distribute your wealth in a tax-advantaged manner, I can create a customized strategy designed to simplify each of these processes. As part of the planning process, I can also collaborate with my clients’ CPAs and estate planning attorneys to help ensure a cohesive strategy throughout their lifetime.

I live in the Keller area with my wife, Tiffany, and our five children, Nicholas, Elijah, Isabel, Isaiah, and Hannah Grace. My children’s ages range a bit, so there is never a dull moment! We are passionate parents to four adopted children, and our fifth child was a surprise blessing. We are also involved in our community through our church.

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

Jacob joined Stifel in 2022, bringing with him more than 15 years of experience in the financial services industry. Throughout his career, he has developed a strong reputation for client-focused service and operational excellence.

Jacob attended Lamar University and holds Series 6, 7, 63, and 65 securities licenses. His approach to client service is rooted in four key principles:

• Client-Centered Support – Ensuring that every action reflects the service needs of the client
• Precision and Reliability – Maintaining high standards of accuracy in trade execution, documentation, and communication
• Clear Communication – Providing timely account-related updates throughout the investment implementation process
• Compliance and Integrity – Adhering to regulatory guidelines and firm policies while coordinating the information needed to analyze and evaluate client needs