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
Philip J. DeAngelo
Managing Director
GG
Glenn Goldstein
Director of Portfolio Management
JS
Jerry Schwartz
Managing Director, Director Of Financial Planning
AD
Anthony Di Capua
Vice President - Wealth Management
You Might Like
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
DH
Dennis Hanson
Principal
Jamison Hanson
RD
Russ Degitz
Principal
Huntington University