Jacob BrettCRD Number: 5899373
Current Firm: Focused Wealth Management, Inc.
Jacob Brett (CRD# 5899373) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Highland, NY and has over 6 years of experience in the finance industry.
Ivy Ridge Asset Management, LLC
Guide Wealth Management
Axa Advisors, LLC
|Securities America, Inc.||Highland, NY||Apr 2011 - Current||6|
|Focused Wealth Management, Inc.||Highland, CA||Nov 2010 - Current||7|
|Pitney Bowes Inc.||Troy, NY||Feb 2008 - Mar 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management519MILLIONS
Total Number of Accounts2,806ACCOUNTS
Average Account Value$184,887
- 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
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CT, DC, FL, GA, MA, MD, MI, NC, NJ, NY, OH, PA, TX, VA
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