Empowering Your Financial Future, Together.

Jake Stewart is an Associate Wealth Advisor with NorthCoast, where he supports clients in disciplined wealth management and comprehensive financial planning. He brings over 7 years of experience helping others manage their financial landscape with purpose and care through the critical areas of investment analysis, retirement planning, and tax mitigation.

Jake graduated from the College of Business at Oregon State University and is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 65 license. Prior to joining NorthCoast, Jake served as a Financial Planner for a local RIA in Portland, OR working with high-net-worth households and corporate retirement plan participants.

Outside of the office, Jake remains active in his community through various church, youth, and sports programs. A lifelong athlete, he values the role athletics play in building confidence, character, and connection. Jake is a lifelong Oregonian originally from Corvallis and currently resides in the Portland area with his wife and two children.