I began my career in the financial services industry in 2002 and joined Edward Jones in 2019. Prior to Edward Jones, I worked in credit management with Farm Credit of Western Oklahoma. My 20+ years of experience in the financial services industry has provided me with extensive knowledge and ability to serve people from many diverse backgrounds.
I have very deep roots in western Oklahoma, as I was born and raised here. I graduated from Clinton High School in 1998. I furthered my education and graduated cum laude from Southwestern Oklahoma State University, earning my BBA with a finance major in 2002.
My family has worked in the oil, gas and agriculture industries all my life. I learned the value of a dollar, strong work ethic and financial discipline at a young age. This has helped me relate well with people and assist countless families in reaching their financial goals.
My wife, Amy, and I have three children. We are raising our family in Clinton and are dedicated to this community as this has always been our home. We thoroughly enjoy spending time with our children and watching them in their many activities. We often feel like their personal driver but wouldn't want it any other way!
I help individuals, multi-generational families and businesses navigate through today's complex financial responsibilities and uncertainties. Through personalized financial strategies, I help you work towards achieving your financial goals. Whether it's saving for retirement, education for your children or grandchildren, providing retirement plans for your employees, protection solutions for your financial future, building generational wealth or leaving a meaningful legacy, we are here for you.
Our team includes two outstanding branch office administrators, Ramona Hines and Tasha Warner, who are here to assist you.
Give us a call, send us an email or just stop by. We would love and appreciate the opportunity to help you and earn your business!
- Business Retirement Plans
- Intergenerational Planning
- Retirement Savings Strategies
- Estate & Legacy Strategies
- College Savings
- Charitable Giving
Office Address1300 Gary Boulevard
Clinton, OK 73601 opens in a new window
Phone NumberJacob M Stewart at (580) 323-4395
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
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