Jacob V. Stewart

DESCHUTES INVESTMENT CONSULTING

Tigard, OR

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CRD#: 7033816

Professional summary

Jacob Vincent Stewart is a registered financial advisor currently at DESCHUTES INVESTMENT CONSULTING, LLC located in Tigard, Oregon.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jacob has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

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.

Uber, Inc.; not investment related; 1455 Market St, #400, San Francisco, CA 94103; ride-sharing; independent contractor/driver; start date: 1/1/2019; 1 hr/month; 0 hrs during trading; drive goods or persons to and from different locations.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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

March 21, 2025 - Present

DESCHUTES INVESTMENT CONSULTING, LLC

RIA

CRD#: 155312

Tigard, OR

Past

October 8, 2021 - October 15, 2024

HUMAN INVESTING

RIA

CRD#: 133017

LAKE OSWEGO, OR

Past

May 3, 2021 - April 5, 2022

TMG WEALTH ADVISORS, INC.

RIA

CRD#: 155180

BEAVERTON, OR

Past

December 14, 2020 - October 11, 2021

TRIAD ADVISORS LLC

CRD#: 25803

Beaverton, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DESCHUTES INVESTMENT CONSULTING, LLC

CRD#: 155312 / SEC#: 801-72021

RIA

Registered Investment Advisory firm - (1/3/2011 Approved)

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

Oregon
(3/21/2025)

IAR

Texas
(3/21/2025)

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 66

Date: 2/27/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/12/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/23/2020

Securities Industry Essentials Examination

Current Firm

DESCHUTES INVESTMENT CONSULTING, LLC

CRD#: 155312 / SEC#: 801-72021

RIA

Registered Investment Advisory firm - (1/3/2011 Approved)

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Contact information

Main Address

200 Sw Market Street Suite 550, Portland, OR 97201

Mailing Address

Phone number

(503) 224-3700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DESCHUTES INVESTMENT CONSULTING, LLC FORM ADV PART 2 FOR INSTITUTIONS (2/26/2025)

DESCHUTES INVESTMENT CONSULTING, LLC FORM ADV PART 2 FOR INDIVIDUALS (2/26/2025)

Regulatory assets under management

Total Number of Accounts	340
AUM (Assets Under Management)	$ 2,474,201,625

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Jacob V. Stewart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

DESCHUTES INVESTMENT CONSULTING, LLC

HUMAN INVESTING

TMG WEALTH ADVISORS, INC.

TRIAD ADVISORS LLC

Primary Firm SEC Registration

DESCHUTES INVESTMENT CONSULTING, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/27/2021

Series 7TO

Date: 12/12/2020

SIE

Date: 5/23/2020

Current Firm

DESCHUTES INVESTMENT CONSULTING, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DESCHUTES INVESTMENT CONSULTING, LLC

TRUST BUT VERIFY

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