Jacob Artz (CRD# 6966343) is an Investment Advisor Representative working at Econ Wealth Management in Harrisburg, PA and has over 2 years of experience in the finance industry.
CRD# 3244566
Cetera Investment Advisers LLC
CRD# 5813419
Cambridge Investment Research Advisors, Inc.
CRD# 1708686
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Econ Wealth Management | Harrisburg, PA | Jun 2020 - Current | 3 |
| Saint Joseph's University | Philadelphia, PA | Aug 2016 - Current | 7 |
| Comprehensive Financial Associates | Harrisburg, PA | Jun 2018 - Aug 2018 | < 1 |
| Explosive Sports Performance | Harrisburg, PA | Mar 2017 - Aug 2017 | < 1 |
| Mercersburg Academy | Mercersburg, PA | Jun 2015 - Jun 2016 | 1 |
| Colonial Golf And Tennis Club | Harrisburg, PA | May 2015 - Aug 2015 | < 1 |
| Central Dauphin High School | Harrisburg, PA | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- PA
-
Total Assets Under Management168MILLIONS
-
Total Number of Accounts683ACCOUNTS
-
Average Account Value$245,602
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NH, PA
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