Jacob Katz (CRD# 7737256) is an Investment Advisor Representative working at Katz Family Financial Advisors, LLC in Alexandria, VA and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Katz Family Financial Advisors | Alexandria, VA | Jan 2023 - Current | 1 |
| Unemployed | New York, NY | Aug 2022 - Jan 2023 | < 1 |
| Katz Family Financial Advisors | Alexandria, VA | Jun 2022 - Aug 2022 | < 1 |
| Café O'lei Restaurants | Kihei, HI | Feb 2022 - May 2022 | < 1 |
| Unemployed | New York, NY | Aug 2020 - Feb 2022 | 1 |
| Greenhill & Company | New York, NY | Jul 2019 - Aug 2020 | 1 |
| University Of Virginia | Charlottesville, VA | Aug 2015 - May 2019 | 3 |
| High School Student | Alexandra, VA | Jun 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- NY
- VA
-
Total Assets Under Management89MILLIONS
-
Total Number of Accounts305ACCOUNTS
-
Average Account Value$290,265
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
DE, LA, MD, NY, VA
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