Jacob
Ness
Kreitler Financial LLC
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About this Advisor
Jacob Ness is a financial advisor based in New Haven, Connecticut, working with Kreitler Financial LLC. Jacob has previously held positions at Raymond James Financial Services, Kreitler Financial, and Raymond James Financial Services Advisors, Inc. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Jacob is part of Kreitler Financial LLC, which operates out of New Haven, Connecticut. The firm has 11 employees and manages assets totaling $476.7 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Kreitler Financial LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kreitler Financial LLC Brokerage Details
$476,729,810
11
884
$539,287
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jacob Ness Work History
Kreitler Financial
Raymond James Financial Services
Raymond James Financial Services Advisors, Inc
Disclosures
Please visit the SEC profile of Jacob Ness 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 Kreitler Financial LLC
New Haven, CT
New Haven, CT
New Haven, CT
New Haven, CT
New Haven, CT
New Haven, CT
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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