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About SilverOak

Jeb Stewart

 

Associate Para-Planner

Jeb is an Associate Para-planner at SilverOak Wealth Management, joining our firm in 2022.  His primary roles include coordinating with the advisors to prepare financial plans for clients as well as helping prepare materials for client meetings.

Prior to joining SilverOak in 2022, Jeb worked as a Financial Analyst at a local manufacturing company.  He received his Bachelor of Business Administration in Finance and a minor in Economics from Central Washington University, near Seattle.

 

Education

  • Central Washington University, Lynnwood – B.A. Finance, Economics Minor

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SilverOak Wealth Management LLC

3600 Minnesota Drive

Suite 860  

Edina, MN 55435 

Phone:  (952) 896-5700 

Email:  info@silveroakwealth.com

Check the background of this investment professional on FINRA's BrokerCheck

This website is in no way a solicitation or offer to sell securities or investment advisory services, except where applicable, in states where we are filed or where an exemption or exclusion from such filing exists.  There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any "linked" web sites.

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