Jacob Schlicht (CRD# 5072855) is an Investment Advisor Representative working at Kickstand Wealth Advisors in Pittsford, NY and has over 15 years of experience in the finance industry. Jacob Schlicht has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5760889
Osaic Wealth, Inc.
CRD# 862821
Novem Group
CRD# 3259077
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kickstand Wealth Advisors | Pittsford, NY | Sep 2023 - Current | < 1 |
| Tcwp Llc Dba Kickstand Wealth Advisors | Beachwood, OH | Jun 2021 - Sep 2023 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford, NY | Oct 2007 - Jun 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
- NY
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Total Assets Under Management454MILLIONS
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Total Number of Accounts1,692ACCOUNTS
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Average Account Value$268,261
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MA, MI, NC, NY, SC, TX, VA
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