Broker Check
Jake Stewart

Jake Stewart

Client & Advisor Support

Jake started in the investment-related business in September 2018 when he joined Kurt in his vision to see others live their lives with a purpose according to their distinct values and wants. He is in the process of getting securities licensed as he seeks to serve as a financial adviser with The Morgan Group in the future. After a couple of key interviews with small corporate companies in Portland and Lake Oswego came up empty, he had the opportunity to start his career with The Morgan Group.

Jake graduated from Oregon State University with a B.S. in Business Management.  He was able to combine his knowledge of processes and systems with his newfound passion for the financial world to provide a unique perspective to the ever-changing nature of investments. His skills in communication - written and verbal, critical thinking, and attention to detail have served him well in working with clients.

When not at work, he is an avid lover and player of sports—ranging from baseball (his favorite) to football and golf. He enjoys the ever-present challenge of perfecting his form and skills while working together with other talented individuals to accomplish goals.  He also enjoys being active. On weekends, you can find him hiking or spelunking with his friends in some remote part of the state exploring the best of what nature has to offer.

Jake loves combining his interests in business and finance with his desire to see people be financially responsible and prepared for their future. He hopes to make an impact not just in his professional life but also his personal life - serving others more than himself. He is excited what the future holds in this business moving forward.