As an Investment Advisor Representative, Jacob acts as a resource, guiding his clients in making financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

Qualifications

• Licensed to sell Life, Accident, and Health Insurance
• Holds Series 7 and 66 Securities Registration
• Graduated Bryant University with a B.S. degree

Personal

• Currently resides in Connecticut
• In his free time he enjoys climbing, hiking, biking, and golf

“I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority. “

Check the background of this registered representative on FINRA’s BrokerCheck  

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT