Winfred Jacob, financial advisor East Amherst NY

Winfred Jacob

CRD Number: 1216951
Current Firm: Level Financial Advisors, Inc.

Winfred Jacob (CRD# 1216951) is an Investment Advisor Representative working at Level Financial Advisors, Inc. in East Amherst, NY and has over 40 years of experience in the finance industry. Winfred Jacob 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.

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Professional Designations
Company Name Location Dates Years
Level Financial Advisors, Inc. East Amherst, NY Nov 2016 - Current 7
Cadaret, Grant & Company, Inc. Wellsville, NY Aug 2008 - Nov 2016 8
Frontier Financial Group, LLC Wellsville, NY Jun 2006 - Nov 2016 10
Self Employed-insurance Agent Rochester, NY Jan 1981 - Nov 2016 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
Contact Info for Winfred G. Jacob
Phone Number: 716-634-6113
Firm Website: https://www.levelfa.com
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    621
    MILLIONS
  • Total Number of Accounts
    1,965
    ACCOUNTS
  • Average Account Value
    $315,933
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, FL, GA, LA, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WA

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