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Jake Edward Stewart

1876 PARTNERS, LP·TOMBALL, Texas
Unclaimed Profile
1445 KEEFER RD, TOMBALL, TX 77375CRD# 7830159Firm CRD# 329053
01

About

Jake Edward Stewart is a registered financial advisor based in TOMBALL, Texas, affiliated with 1876 PARTNERS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
1876 PARTNERS, LP
1876 PARTNERS, LP
AUM
$253M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at 1876 PARTNERS, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7830159
Firm CRD# 329053
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jake Edward Stewart offer?
Jake Edward Stewart specializes in Retirement Planning. Contact their office in TOMBALL, Texas for a consultation.
What are Jake Edward Stewart's credentials?
Jake Edward Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jake Edward Stewart located?
Jake Edward Stewart is based in TOMBALL, Texas, working with 1876 PARTNERS, LP. Their office serves clients in the TOMBALL metropolitan area and surrounding communities.
How does Jake Edward Stewart charge for services?
Jake Edward Stewart's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 1876 PARTNERS, LP?
1876 PARTNERS, LP has approximately 5 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in TOMBALL
Jeffrey Scott Cherry — 1876 PARTNERS, LPMaria Luisa Bernaldo De Quiros — SUMMA CORP.Andrew W Sutton — 1876 PARTNERS, LPRodrigo Gerardo De La Garza — SUMMA CORP.
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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Research
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