Winfred Jacob, financial advisor Wellsville NY
96 score

Winfred Jacob

CRD Number: 1216951
Current Firm: Cadaret Grant & Co Inc.

Winfred Jacob (CRD# 1216951) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Wellsville, NY and has over 32 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
Cadaret, Grant & Company, Inc. Wellsville, NY Aug 2008 - Current 8
Frontier Financial Group, LLC Wellsville, NY Jun 2006 - Current 10
Self Employed-insurance Agent Rochester, NY Jan 1981 - Current 35
Mahoney/frontier Financial Group, LLC Wellsville, NY Aug 2008 - Nov 2010 2
Cambridge Investment Research, Inc. Fairfield, IA May 2006 - Aug 2008 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA May 2006 - Aug 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
Contact Info for Winfred G. Jacob
Phone Number: 315-471-2191
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    3,475
    MILLIONS
  • Total Number of Accounts
    18,688
    ACCOUNTS
  • Average Account Value
    $185,929
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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