Jacob M. Brett, Senior Vice President of Advisory Services – Focused Wealth Management, a SEC Registered Investment Advisor, with offices at 11 Balmville Rd, Newburgh, NY 12550. Jacob is a Registered Representative with Securities America. Mr. Brett graduated from The College of Saint Rose in Albany, New York with a degree in Business Management. He is licensed as a Registered Representative with Securities America, holding licenses for the Series 7, and Series 66. Prior to coming to Focused Wealth Management, Jacob developed strong business relationships while working with Pitney Bowes Inc., a Fortune 500 company. There he played a vital role within the financial division as a Senior Bus
Jacob Brett
Senior Vice President of Advisory Services
Focused Wealth Management
United States, New York, Highland
About Me
Profile Information
Senior Vice President of Advisory Services
Focused Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Highland
New York
United States
Jan 9, 2025
More profiles to browse
AD
Anthony Di Capua
Vice President - Wealth Management
Philip J. DeAngelo
Managing Director
RS
Ryan Swanson
Vice President of Retirement Plan Services
JS
Jerry Schwartz
Managing Director, Director Of Financial Planning
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University