Jacob Hadad (CRD# 6932872) is an Investment Advisor Representative working at Wesfair Advisory Group, Inc. in Chappaqua, NY and has over 6 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wesfair Agency, Inc. | New York, NY | Apr 2018 - Current | 6 |
| Wesfair Advisory Group, Inc. | New York, NY | Feb 2018 - Current | 6 |
| Wesfair Advisory Group, Inc. | New York, NY | Feb 2018 - Current | 6 |
| Jh Solutions Llc Dba Wesfair Tax | New York, NY | Dec 2010 - Current | 13 |
| Apollo Global Management, LLC | New York, NY | Sep 2013 - Apr 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- NY
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$1,717,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
NY
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