Jacob
Soinski
Usi Advisors
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About this Advisor
Jacob Soinski is a certified financial planner who works in Glastonbury, Connecticut with a total of 1 year of industry experience. Soinski is an employee of Usi Advisors. Their career trajectory has included roles at Valmark Securities, Inc, Fastpitch Partners, LLC, Usi Advisors and Usi Consulting Group. Soinski holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Ohio. Usi Advisors is an advisory company headquartered in Glastonbury, CT. It has offices in 12 locations and a total of 69 financial advisors. It has $32 billion in total assets across its 1,210 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 73 charities and foundations. The advisory firm performs a number of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules depend on the type of services offered. However, fee types billed by Usi Advisors most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Usi Advisors Brokerage Details
$32,076,079,040
69
1,210
$26,509,156
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jacob Soinski Work History
Jacob has been registered as a financial advisor for 1 years.*
Usi Advisors
Usi Consulting Group
Valmark Securities, Inc
Valmark Securities, Inc
Fastpitch Partners, LLC
*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 Soinski 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 Usi Advisors
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Knoxville, TN
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Cincinnati, OH
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
