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.

Similar Advisors
Scott Gillespie, financial advisor Lexington MA
Scott A. Gillespie
CRD# 6319566
Artemis Financial Advisors
Similar Advisors
Nancy Aadalen, financial advisor Lexington MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Similar Advisors
Virginia Aaron, financial advisor Lexington MA
Virginia E. Aaron
CRD# 5046672
Claybrook Capital, LLC
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
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.