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Jacob Brett

Senior Vice President of Advisory Services

Focused Wealth Management

United States, New York, Highland

About Me

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

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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

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