Jacob B.

Financial Advisor at Scranton Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Madison, Connecticut, United States, US

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Credentials

  • AAMS
    College for Financial Planning
  • AWMA
    College for Financial Planning
  • CRPC
    College for Financial Planning

Experience

  • Scranton Financial Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Mar 2022 - Present

      Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Scranton Financial Group, LLC and Sound Income Strategies, LLC are associated entities. Scranton Financial Group, LLC is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies, LLC are associated entities. https://www.sec.gov Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Scranton Financial Group, LLC and Sound Income Strategies, LLC are associated entities. Scranton Financial Group, LLC is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies, LLC are associated entities. https://www.sec.gov

  • Citizens Investment Services
    • United States
    • Financial Services
    • Assistant Vice President
      • Jul 2019 - Mar 2022

    • Financial Advisor
      • Jul 2019 - Mar 2022

  • Merrill Lynch Wealth Management
    • Financial Advisor
      • Apr 2018 - Jul 2019
  • Paul Stuart, Inc.
    • United States
    • Retail
    • 1 - 100 Employee
    • Flagship Director
      • Nov 2010 - May 2017

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