Jacob Horowitz, financial advisor Lexington MA

Jacob Horowitz

CRD Number: 6669392
Current Firm: Wingate Wealth Advisors, Inc.

Jacob Horowitz (CRD# 6669392) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wingate Wealth Advisors, Inc. Lexington, MA Oct 2017 - Current 4
Fidelity Brokerage Services LLC Merrimack, NH Jun 2016 - Sep 2017 1
Bryant University Smithfield, RI Sep 2015 - May 2016 < 1
Baycoast Bank Swansea, MA Jun 2015 - Aug 2015 < 1
Bryant University Smithfield, RI Sep 2014 - May 2015 < 1
Regal Cinemas Swansea, MA Jun 2010 - Sep 2014 4
Joseph Case High School Swansea, MA Sep 2008 - May 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2018
S63 Uniform Securities State Law Examination Sep 2016
Contact Info for Jacob N. Horowitz
Phone Number: 781-862-7100
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,089
    MILLIONS
  • Total Number of Accounts
    2,714
    ACCOUNTS
  • Average Account Value
    $401,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, CT, FL, MA, MD, ME, NC, NH, NY, PA, RI, TX, VT

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