Jacob
Daly
Newfront Retirement Services, Inc
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About this Advisor
Jacob Daly is a financial advisor based in San Francisco, California, with 3 years of industry experience. Daly works at Newfront Retirement Services, Inc. Over the course of their career, they have held roles at Jp Morgan Chase Bank, J.P. Morgan Securities LLC, First Investors Corporation, Uber, First Investors Advisory Services LLC, Marsh & Mclennan Agency, Sagepoint Financial Inc, Foresters Financial, Jp Morgan Chase & Co, Sagepoint Financial, Inc, Great-West Financial, Abd Retirement Services, Inc and Abd Insurance & Financial Services. Daly has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to advise clients in California. Newfront Retirement Services, Inc is a firm that has its headquarters in San Francisco, CA. The company has offices in 16 locations and a total of 27 advisors. It handles $225 million in assets across its 24 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The business provides pension consulting services. Fees for financial management usually are based on which services the firm provides the client. However, fee types charged by Newfront Retirement Services, Inc likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newfront Retirement Services, Inc Brokerage Details
$225,317,067
27
24
$9,388,211
Investment Advisory Services
- Pension consulting services
Jacob Daly Work History
Jacob has been registered as a financial advisor for 3 years.*
Abd Retirement Services, Inc
Abd Insurance & Financial Services
Great-West Financial
Marsh & Mclennan Agency
Marsh & Mclennan Agency
Sagepoint Financial, Inc
J.P. Morgan Securities LLC
First Investors Corporation
Uber
First Investors Corporation
First Investors Advisory Services LLC
Sagepoint Financial Inc
Foresters Financial
J.P. Morgan Securities LLC
Jp Morgan Chase Bank
Jp Morgan Chase & Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Sacramento, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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