Jacob
Artz

Econ Wealth Management

CRD#6966343
Investment Advisor
in Harrisburg, PA

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About this Advisor

Jacob Artz is a financial advisor based in Harrisburg, Pennsylvania, working with Econ Wealth Management. Jacob has previously held positions at Econ Wealth Management, Comprehensive Financial Associates, Explosive Sports Performance, Colonial Golf And Tennis Club, Saint Joseph's University, Central Dauphin High School, and Mercersburg Academy. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Jacob is part of Econ Wealth Management, which operates out of Harrisburg, Pennsylvania. The firm has 1 office and 7 employees. The firm manages assets totaling $167.7 million and serves high-net-worth clients. 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 Econ Wealth Management includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

4755 Linglestown Road Suite 204
Harrisburg, PA 17112

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Econ Wealth Management Brokerage Details

Total Assets Under Management

$167,746,290

PA Average: $15,833,994,310
Total Number of Employees

7

PA Average: 41
Total Number of Accounts

683

PA Average: 3,342
Average Account Size

$245,602

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jacob Artz Work History

2020 - Present (5 years)

Econ Wealth Management

2016 - Present (9 years)

Saint Joseph'S University

2018 - 2018 (< 1 year)

Comprehensive Financial Associates

2017 - 2017 (< 1 year)

Explosive Sports Performance

2015 - 2015 (< 1 year)

Colonial Golf And Tennis Club

2015 - 2016 (1 year)

Mercersburg Academy

2011 - 2015 (4 years)

Central Dauphin High School

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Disclosures

Please visit the SEC profile of Jacob Artz 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 Econ Wealth Management

Jacob Artz
Harrisburg, PA
Brian Zellers
Harrisburg, PA
Ryan Troup
Harrisburg, PA
Steven Economopoulos
Harrisburg, PA

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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