Jacob
Daly

Newfront Retirement Services, Inc

CRD#6014986
Investment Advisor
in San Francisco, CA

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About this Advisor

Jacob Daly is a financial advisor based in San Francisco, California, working with Newfront Retirement Services, Inc. Jacob has previously held positions at First Investors Corporation, Uber, First Investors Advisory Services LLC, Foresters Financial, Jp Morgan Chase & Co, Marsh & Mclennan Agency, Sagepoint Financial, Inc, Great-West Financial, Newfront Retirement Services, Inc, Abd Insurance & Financial Services, Inc, and Abd Retirement Services, Inc. Jacob has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Jacob is part of Newfront Retirement Services, Inc, which operates out of San Francisco, California. The firm has 21 offices and 28 employees. The firm manages assets totaling $366.8 million and offers pension consulting services. The fee structure at Newfront Retirement Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

450 Sansome Street Suite 300
San Francisco, CA 94111

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Newfront Retirement Services, Inc Brokerage Details

Total Assets Under Management

$366,754,875

CA Average: $7,578,581,321
Total Number of Employees

28

CA Average: 43
Total Number of Accounts

42

CA Average: 3,727
Average Account Size

$8,732,259

CA Average: $2,033,427

Investment Advisory Services

  • Pension consulting services

Jacob Daly Work History

2020 - Present (5 years)

Newfront Retirement Services, Inc

2020 - Present (5 years)

Abd Insurance & Financial Services, Inc

2020 - 2021 (1 year)

Abd Retirement Services, Inc

2019 - 2020 (1 year)

Great-West Financial

2015 - 2018 (3 years)

Marsh & Mclennan Agency

2015 - 2018 (3 years)

Sagepoint Financial, Inc

2014 - 2014 (< 1 year)

First Investors Corporation

2014 - 2014 (< 1 year)

Uber

2014 - 2014 (< 1 year)

First Investors Corporation

2014 - 2014 (< 1 year)

First Investors Advisory Services LLC

2014 - 2015 (1 year)

Foresters Financial

2011 - 2014 (3 years)

Jp Morgan Chase & Co

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Disclosures

Please visit the SEC profile of Jacob Daly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Newfront Retirement Services, Inc

Khirstine Lumban
Sa Bruno, CA
Ali Ahmadi
San Francisco, CA
Sarah Schwartz
San Francisco, CA
Curtis Fugate
Sacramento, CA
Mickey Pinguelo
San Francisco, CA
Edwin Wilson
San Francisco, CA
Justin Mcadams
San Francisco, CA
Christopher Call
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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