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Jake Edward Stewart

1876 PARTNERS, LP·TOMBALL, Texas
Clean record1876 PARTNERS, LP
1445 KEEFER RD, TOMBALL, TX 77375CRD# 7830159Firm CRD# 329053

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jake Edward Stewart · TOMBALL, TX
Registration
CRD #7830159 · 1876 PARTNERS, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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 at 1876 PARTNERS, LP

Andrew W Sutton
TOMBALL, TX
Jeffrey Scott Cherry
TOMBALL, TX

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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