Advisor at Steward Partners Investment Advisory, LLC
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Firm
Steward Partners Investment Advisory, LLC
Location
Winter Park, FL 32789
Credentials
Series 66
Industry experience
1 year
Jacob Lubner is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Raymond James & Associates, Clive Daniel Home, LLC, and teaching at Rollins College. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets, serving a diverse client base including individuals, charitable and corporate clients, and institutions. The firm offers discretionary and non-discretionary portfolio management through proprietary and third-party strategies across multiple asset classes, with a focus on aligning allocations and rebalancing to client objectives.
Based on Steward Partners Investment Advisory, LLC
Fixed fees for financial planning and consulting services, negotiable based on complexity
$0+: Up to 2.50% annually (maximum program fee) $5,000 - $10,000: Negotiable, example minimum new account values mentioned for some programs $10,000 - $25,000: Negotiable, varies by program $25,000+: Negotiable, varies by program
Commission-based compensation for insurance products and broker-dealer transactions through affiliated SPIS
Hourly fees charged for financial planning and consulting services, rates vary
Account minimum: $25,000 Minimum fee: Minimum Quarterly Program Fee (Prior to May 2011) is $250, minimum fee may be waived at discretion Fee-only: Financial planning and consulting fees are negotiable; fees can be hourly, fixed, or percentage of assets
941 West Morse Boulevard, Suite 130
Winter Park, FL 32789
Florida · Texas
Steward Partners Global Advisory, LLC
2025 - Present (1 year)
Steward Partners Investment Advisory, LLC
2025 - Present (1 year)
Steward Partners Investment Solutions, LLC
2025 - Present (1 year)
Raymond James & Associates, INC
2025 - 2025 (1 year)
Clive Daniel Home, LLC
2024 - 2025 (1 year)
Rollins College
2024 - 2025 (1 year)
Raymond James & Associates, INC
2024 - 2025 (1 year)
Hylant Group, Inc
2023 - 2023 (1 year)
Clive Daniel Home, LLC
2022 - 2022 (1 year)
Vineyard Vines, LLC
2022 - 2022 (1 year)
Rollins College
2020 - 2024 (4 years)
Clive Daniel Home, LLC
2020 - 2021 (1 year)
Canterbury School of Fort Myers
2019 - 2021 (2 years)
Canterbury School of Fort Myers
2016 - 2020 (4 years)
Canterbury School of Fort Myers
2005 - 2016 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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