Jacob A. Stewart

SCS GROWTH

Toquerville, UT

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CRD#: 6567484

Professional summary

Jacob Allen Stewart is a registered financial advisor currently at SCS GROWTH located in Toquerville, Utah.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jacob has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SCS Legal, LLC (Partner of Inter Vivos, PLLC and potentially other law firms) Not investment-related 132 N Toquer Blvd., Toquerville, UT 84774 Legal Services are offered and/or contracted through this business. Owner/CEO The relationship started on 7/19/2016 I am currently devoting between 30 and 40 hours per week to this business, all during normal securities trading hours. Through this business, I conduct legal work (estate planning documents, formation of business entities, business consulting, etc.) Aligned Tax and Accounting, LLC (my portion owned by SCS Tax, LLC, which is wholly owned and controlled by me) Not investment-related 132 N Toquer Blvd., Toquerville, UT 84774 Tax Services are offered and/or contracted through this business. 50% Owner/Manager The relationship started on 3/2020 I am currently devoting between 0 and 10 hours per week to this business, all during normal securities trading hours. Through this business, I manage client relationships and provide tax planning services. Others in the company provide tax preparation, bookkeeping, and accounting services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Allen Stewart's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 5, 2016 - Present

SCS GROWTH

RIA

CRD#: 283783

Toquerville, UT

Past

October 7, 2015 - July 22, 2016

ALPINE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 132979

Provo, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(8/5/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/17/2014

Uniform Investment Adviser Law Examination

Current Firm

SCS GROWTH

SCS GROWTH | STEWART CONSULTING SERVICES, LLC

CRD#: 283783 / SEC#:

Utah

Registered Investment Advisory firm - (8/5/2016 Approved)

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Contact information

Main Address

Toquerville, UT

Mailing Address

Po Box 233, Toquerville, UT 84774

Phone number

(801) 980-1290

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jacob A. Stewart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Allen Stewart's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCS GROWTH

ALPINE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/17/2014

Current Firm

SCS GROWTH

Contact information

Documents

Red Flags

Company Information

SCS GROWTH

TRUST BUT VERIFY

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