JS
CFP
JS
CFP
Jacob Stewart
4 Years of Experience
May Earn Commission
Jacob Stewart is a CFP-designated registered investment advisor at Deschutes Investment Consulting, LLC, based in Tigard, OR, with 4 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 334 clients with $2.5B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
IM Fee
Planning only
Assets Under Management
$2.5B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
One-Time Plan:$2,500 - $500,000
Hourly Rate:$250 - $350/hr
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Location
Tigard, OR
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Deschutes Investment Consulting, LLC
March 2025 - Present · 1 yr 1 mo
Previous Registrations
Human Investing
October 2021 - October 2024 · 3 yrs
Tmg Wealth Advisors, INC.
May 2021 - April 2022 · 11 mos
Triad Advisors LLCBroker
December 2020 - October 2021 · 10 mos
State Registrations2 states
ORTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.