JE
Jacob B. Ekkens
STEWARDSHIP TRUST ADVISORS
Grandville, MI 49418
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CRD#: 7120132
JE
Professional summary
Jacob Benjamin Ekkens, who also goes by Jacob Ekkens, Jake Ekkens, is a registered financial advisor currently at STEWARDSHIP TRUST ADVISORS located in Grandville, Michigan.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jacob has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jacob Ekkens | Jake Ekkens
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.
1.) PILGRIMS CAPITAL ADVISORS, INC D/B/A STEWARDSHIP TRUST ADVISORS, INC - INVESTMENT ADVISORY REPRESENTATIVE - REGISTERED INVESTMENT ADVISOR - GRANDVILLE, MI - SINCE 06/2023 - INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Benjamin Ekkens'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®
NoneExperience
Current
June 28, 2023 - Present
STEWARDSHIP TRUST ADVISORS
Office #1: 3411 Wilson Avenue Sw, Grandville, MI 49418RIA
CRD#: 121348
Grandville, MI
Past
June 14, 2019 - August 1, 2023
STEWARDSHIP ADVISORY GROUP, LLC
RIA
CRD#: 165710
Byron Center, MI
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".
ST
STEWARDSHIP TRUST ADVISORS
JOHN W WIERENGA, II | WIERENGA ASSET MANAGEMENT, INC. | STEWARDSHIP TRUST ADVISORS, INC. | STEWARDSHIP TRUST ADVISORS | SOLOMON'S PLAN | PILGRIMS CAPITAL ADVISORS, INC.
CRD#: 121348 / SEC#: 801-129119
RIA
Registered Investment Advisory firm - (11/27/2023 Approved)Michigan
Registered Investment Advisory firm - (1/28/2002 Approved)Texas
Registered Investment Advisory firm - (12/7/2010 Terminated)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
Michigan(6/28/2023)
Current Firm
ST
STEWARDSHIP TRUST ADVISORS
JOHN W WIERENGA, II | WIERENGA ASSET MANAGEMENT, INC. | STEWARDSHIP TRUST ADVISORS, INC. | STEWARDSHIP TRUST ADVISORS | SOLOMON'S PLAN | PILGRIMS CAPITAL ADVISORS, INC.
CRD#: 121348 / SEC#: 801-129119
RIA
Registered Investment Advisory firm - (11/27/2023 Approved)Michigan
Registered Investment Advisory firm - (1/28/2002 Approved)Texas
Registered Investment Advisory firm - (12/7/2010 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3411 Wilson Avenue Sw, Grandville, MI 49418
Mailing Address
3411 Wilson Avenue Sw, Grandville, MI 49418
Phone number
(616) 878-4200
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 987 |
| AUM (Assets Under Management) | $ 245,377,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STEWARDSHIP TRUST ADVISORS
CRD#: 121348Grandville, MI 49418TRUST BUT VERIFY
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