Broker Check
Stewart A. Jacobson, JD, CFP®

Stewart A. Jacobson, JD, CFP®

President, Financial Advisor

"I want to play a central part in helping you attain your financial goals."

Stewart understands the important role a CERTIFIED FINANCIAL PLANNER™ certificant plays in helping individuals and families achieve their life goals. As your professional partner, he can provide:

Lifetime Needs Analysis

Stewart develops long-term working relationships with clients, providing financial solutions as they progress through their careers on into retirement. As you approach retirement, he will provide retirement estimates and counseling to help you maximize your benefits and flexibility.

Personalized Strategies and Solutions Designed to Help Achieve Your Financial Goals

Stewart takes pride in listening to his clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, he will be there to help.

Objective Investment and Risk Management Advice

His client-centered approach to investment counseling can help you assemble a diversified** portfolio including insurance and risk management strategies designed to meet your unique needs. Stewart can provide clients with one-stop shopping:

  • Personalized Financial Planning
  • Asset Management Strategies
  • Customized Retirement Counseling
  • Investments
    • Federal Tax-Free Mutual Funds
    • Tax-Deferred and Tax-Sheltered Investments (fixed and variable)
  • Insurance
    • Life Insurance
    • Long-Term Care
  • Retirement Planning
    • Lump Sum Rollover Consulting
    • Roth IRA, Traditional IRA
    • SIMPLE IRA, SEP IRA, 401(k)
    • 403(b) Retirement Plans
  • Education Planning
    • 529 College Savings Plan
    • Coverdell Education Savings Account

I am a CERTIFIED FINANCIAL PLANNER™ certificant who has been dedicated to helping individuals with all aspects of financial planning. For 20 years I have been servicing clients from diverse backgrounds. I specialize in retirement planning for public and educational employees.

I earned a bachelor of science in advertising from the University of Illinois, and a JD from the University of Texas. I hold FINRA Series 7, 24, and 63 securities registrations and have Texas life and health insurance licenses.

Financial Planning Services

Financial Planning is the process of wisely managing finances to help clients achieve their dreams and goals. At the same time, financial representatives must also help clients negotiate the financial barriers that inevitably arise in every stage of life.

The process includes assessing the client's current financial situation, setting goals, and developing a personalized plan to meet those goals. Once the plan is implemented, I will monitor its progress. As a financial professional, I can help clients make decisions to keep their plan on track and help maximize their financial resources throughout their lifetime.

*Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisors.  Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC Dearborn & Creggs, and the above firms are independent, and non-affiliated.

**There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss.

Note:Click here to see the Houston Business Journal article for more details about the history and growth of Dearborn & Creggs. Adobe Acrobat Reader required.