Jacob SadwickCRD 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.
W & S Management Services, Inc.
Manning & Napier Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management39,299MILLIONS
Total Number of Accounts217,546ACCOUNTS
Average Account Value$180,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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