Jacob Stewart (CFP®)

Jacob Stewart focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Federal Employees
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Millennials

Planning Specialties

Jacob has been working in the financial services industry since 2012. After obtaining his master’s degree from Campbell University in North Carolina, he has worked with Thrivent Financial, Wells Fargo Advisors and Fidelity Investments as a financial advisor or as a 401(k) consultant. Jacob is a Marine and an Iraq War veteran. For the past few years he has proudly worked as a contractor with military families as a financial counselor on military installations at home and abroad.

He very much enjoys his work and his aim is to bring peace of mind to clients about their financial situation through financial planning.

Jacob hails from Oklahoma and relocated to North Carolina in 2011 after finishing his military service. He enjoys reading, running, gardening, studying the Bible, being outdoors, and making music with his family. His passions also include humanitarian work and missions. Jacob lives with his wife and son in Smithfield, NC.

Education

  • MS in Trust and Wealth Management, Campbell University
  • BS in Business Management, Liberty University

Services

Jacob will work with individuals from all age groups and income levels. Jacob is a Fee-Only financial planner, providing services that can range from consultation on a specific area to continuous on-going services such as retirement planning, portfolio construction and investment management. Jacob has specific experience working with the military community and government employees, and understands the unique financial benefits and challenges of military and government employment.

Additional Information

CGN Advisors, LLC, is a Fee-Only financial planning and investment advisory firm. Our home office is located in Manhattan, KS, and we have partner advisor offices located around the country.

We provide Fee-Only financial planning services, including advice in the broad areas of income & expenses, insurance & estate planning, saving & investing, retirement and giving & enjoying life. In addition, some of our offices provide ongoing investment management, income tax return preparation and other specialized services.

Our Vision: Provide a best-in-class turnkey RIA platform with superior advisor service that Fee-Only financial advisors leverage to provide superior client service.

Visit https://garrettinvestmentadvisors.com/neuse-river-financial for more information.

NAPFA Start Date

March 07, 2022

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This Office

305A Stancil St Smithfield, NC 27577 Phone: (919) 902-6985