Jacob
Storsberg
Strategic Financial Services
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About this Advisor
Jacob Storsberg is a financial advisor based in Utica, New York, working with Strategic Financial Services. Jacob has previously held positions at Whitesboro Central School, Resource Center For Independent Learning, Crestwood Golf Club, Bank Of America Merrill Lynch, Michael Collea State Farm, Strategic Financial Services, and as a student at St. John's Fisher. Jacob has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Jacob is part of Strategic Financial Services, which operates out of Utica, New York. The firm has 5 offices and 35 employees. The firm manages assets totaling $2.0 billion and 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, portfolio management for institutional clients, and pension consulting services. The fee structure at Strategic Financial Services includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Financial Services Brokerage Details
$1,964,371,550
35
3,133
$626,994
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jacob Storsberg Work History
Strategic Financial Services
Student At St. John'S Fisher
Michael Collea State Farm
Bank Of America Merrill Lynch
Resource Center For Independent Learning
Crestwood Golf Club
Whitesboro Central School
Student
Disclosures
Please visit the SEC profile of Jacob Storsberg 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 Strategic Financial Services
Utica, NY
Utica, NY
Utica, NY
Utica, NY
Utica, NY
Utica, NY
Utica, NY
Utica, NY
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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