Jacob Storsberg (CRD# 7240118) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
CRD# 6282976
Osaic Wealth, Inc.
CRD# 6505675
Equitable Advisors, LLC
CRD# 5688534
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Financial Services | Utica, NY | Sep 2022 - Current | 1 |
| Student At St. John's Fisher | Rochester, NY | Sep 2017 - Current | 6 |
| Michael Collea State Farm | Rome, NY | Jun 2021 - Sep 2022 | 1 |
| Bank Of America Merrill Lynch | Rochester, NY | May 2020 - Apr 2021 | < 1 |
| Crestwood Golf Club | Marcy, NY | May 2016 - Jun 2019 | 3 |
| Resource Center For Independent Learning | Utica, NY | Jun 2018 - Aug 2018 | < 1 |
| Whitesboro Central School | Whitesboro, NY | Jun 2014 - Aug 2017 | 3 |
| Student | Holland Patent, NY | Sep 2012 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- NY
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Total Assets Under Management1,964MILLIONS
-
Total Number of Accounts3,133ACCOUNTS
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Average Account Value$626,994
- 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
CA, CO, CT, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, VT
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