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RIA / WealthAdvisor17 years in industry

JACOB RYAN STEWART

Advisor at KEEL POINT, LLC

North Billerica, MA | HUNTSVILLE, AL

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Search this name across graphsid dfx:ria:ed24402f-0189-ede8-439c-3f213f34d4cc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 6, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KEEL POINT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 3, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Nov 3, 2008
First registration: Aug 6, 2010
Dual registered: no
Other names: JAKE STEWART
IAPD individual key: 5610995

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KEEL POINT, LLC	Independent wealth	Jan 23, 2023	n/a	yes	North Billerica, MA\|HUNTSVILLE, AL	Current employment
GRANITE FINANCIAL PARTNERS	Former SEC adviser	Sep 23, 2020	May 11, 2023	no	MILFORD, NH	Previous registration
CETERA ADVISORS LLC	Former SEC adviser	Sep 21, 2016	Feb 19, 2020	no	WESTBOROUGH, MA	Previous registration
NATIXIS ADVISORS, LLC	Bd affiliated wealth	Aug 5, 2013	Aug 24, 2016	no	BOSTON, MA	Previous registration
MANULIFE INVESTMENT MANAGEMENT (US) LLC	Asset manager	Dec 3, 2010	Jul 25, 2013	no	BOSTON, MA	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Aug 6, 2010	Dec 16, 2010	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GRANITE FINANCIAL PARTNERS	KEEL POINT, LLC	May 11, 2023	Jan 23, 2023	-108	Firm change after gap	RIA to RIA
CETERA ADVISORS LLC	GRANITE FINANCIAL PARTNERS	Feb 19, 2020	Sep 23, 2020	217	Firm change	Ibd to RIA
NATIXIS ADVISORS, LLC	CETERA ADVISORS LLC	Aug 24, 2016	Sep 21, 2016	28	Firm change	Other
MANULIFE INVESTMENT MANAGEMENT (US) LLC	NATIXIS ADVISORS, LLC	Jul 25, 2013	Aug 5, 2013	11	Firm change	Other
NEW ENGLAND SECURITIES CORPORATION	MANULIFE INVESTMENT MANAGEMENT (US) LLC	Dec 16, 2010	Dec 3, 2010	-13	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
172241:127902:NH:2023-05-11	May 11, 2023	Jan 23, 2023	MILFORD, NH	Firm change after gap

Relationships

Registered with (6)

→ KEEL POINT, LLCRegistered adviserregistration: current employment
Jan 23, 2023 to presentfactForm ADV
→ GRANITE FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Sep 23, 2020 to May 11, 2023factForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Sep 21, 2016 to Feb 19, 2020factForm ADV
→ NATIXIS ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 5, 2013 to Aug 24, 2016factForm ADV
→ MANULIFE INVESTMENT MANAGEMENT (US) LLCRegistered adviserregistration: previous registration
Dec 3, 2010 to Jul 25, 2013factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Aug 6, 2010 to Dec 16, 2010factForm ADV

Dated events

Occurred
May 11, 2023
Advisor changed firm
Jacob Ryan Stewart left Granite Financial Partners for Keel Point, Llc (registered 2023-01-23)
Form ADVobserved 5 days ago