Jacob
Brett
Focused Wealth Management, Inc
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About this Advisor
Jacob Brett is a financial advisor based in Newburgh, New York, working with Focused Wealth Management, Inc. Jacob has previously held positions at Securities America, Inc, Focused Wealth Management, Inc, and Osaic Wealth, Inc. Jacob has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Jacob is part of Focused Wealth Management, Inc, which operates out of Newburgh, New York. The firm has 18 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Focused Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Focused Wealth Management, Inc Brokerage Details
$1,183,645,956
18
1,980
$597,801
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jacob Brett Work History
Osaic Wealth, Inc
Securities America, Inc
Focused Wealth Management, Inc
Disclosures
Please visit the SEC profile of Jacob Brett 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 Focused Wealth Management, Inc
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
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