Jacob A. Stewart
Professional summary
Jacob Andrew Stewart is a registered financial professional currently at SATURNA BROKERAGE SERVICES, INC located in Bellingham, Washington.
Jacob is registered as a RR (Registered Representative) and started their career in finance in 2008. Jacob has worked at 1 firm and has passed the Series 63, Series 52TO, SIE, Series 7, Series 14, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jacob Andrew Stewart's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 19, 2008 - Present
SATURNA BROKERAGE SERVICES, INC
Office #1: 1300 N. State Street, Bellingham, WA 98225-4730Office #2: 1300 N. State St., Bellingham, WA 98225State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/27/2008)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
SATURNA BROKERAGE SERVICES, INC
CRD#: 18437 / SEC#: , 8-36558
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SATURNA CAPITAL CORPORATION | 100% OWNER | |
| CARTEN, JANE KAISER | DIRECTOR | 2929087 |
| CARTEN, JANE KAISER | CEO AND PRESIDENT | 2929087 |
| FANKHAUSER, CHRISTOPHER REED | COO | 2857015 |
| FANKHAUSER, CHRISTOPHER REED | DIRECTOR | 2857015 |
| HANNA, KALEN MARTIN | CFO | 5710886 |
| HANNA, KALEN MARTIN | TREASURER | 5710886 |
| HANNA, KALEN MARTIN | DIRECTOR | 5710886 |
| STEWART, JACOB ANDREW | CCO AND AML OFFICER | 5456089 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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