David Jacowitz (CRD# 4337935) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 23 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| National Life Group | Media, PA | Jul 2017 - Current | 6 |
| Equity Services, Inc. | Montpelier, VT | Jul 2017 - Current | 6 |
| Unemployed | Pittsford, NY | Apr 2017 - Jul 2017 | < 1 |
| Mml Investors Services LLC | Rochester, NY | Jan 2015 - Apr 2017 | 2 |
| Massachusetts Mutual Life Insurance Company | Rochester, NY | Dec 2014 - Apr 2017 | 2 |
| Hornor, Townsend & Kent, Inc. | Horsham, PA | Oct 2013 - Dec 2014 | 1 |
| Penn Mutual Life Insurance Company | Horsham, PA | Oct 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2001 |
- PA
-
Total Assets Under Management2,125MILLIONS
-
Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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