Jacob Sadwick, financial advisor Victor NY

Jacob Sadwick

CRD Number: 6594961
Current Firm: Securities America Advisors, Inc.

Jacob Sadwick (CRD# 6594961) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Victor, NY Jul 2019 - Current 2
Securities America Advisors, Inc. Victor, NY Jul 2019 - Current 2
Morgan Stanley Private Bank, N.a. New York, NY Nov 2018 - Jul 2019 < 1
Morgan Stanley Rochester, NY Aug 2018 - Jul 2019 < 1
University Of Rochester Rochester, NY Aug 2017 - Aug 2018 1
Manning And Napier Rochester, NY Jun 2017 - Aug 2017 < 1
University Of Rochester Rochester, NY Sep 2016 - Jun 2017 < 1
Lincoln Financial Group Rochester, NY Dec 2015 - Sep 2016 < 1
Epic Advisors Rochester, NY Jan 2014 - Dec 2015 1
Buckmans Car Wash Spencerport, NY Jan 2012 - Jan 2014 2
Unemployed Rochester, NY Sep 2008 - Jan 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Jacob J. Sadwick
Phone Number: 402-399-9111
Registered State(s):
  • LA
  • NY
By the Numbers
  • Total Assets Under Management
    39,299
    MILLIONS
  • Total Number of Accounts
    217,546
    ACCOUNTS
  • Average Account Value
    $180,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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