Jacob Michael Brett

Current Employers

Employment History

• 04/2011 → 06/2024
  Securities America, Inc
  Newburgh, NY
• 11/2010 → Present
  Focused Wealth Management, Inc.
  Newburgh, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Newburgh, NY

Other Businesses

**DUALLY REGISTERED WITH FOCUSED WEALTH MANAGEMENT INC. -IAR/OSAIC WEALTH, INC.-BD - Investment Advisory - Investment related - Start date: 11/2010 - Located at 11 BALMVILLE RD, STE 2 NORTH NEWBURGH, NY 12550 **ALBANY NY RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2014 ADDRESS: 686 Myrtle Ave, Albany NY 12208 DESCRIPTION: I own rental property in Albany, NY. The tenants are local college students. **JCM CAPITAL MANAGEMENT INC. POSITION: Owner NATURE: Rental property purchasing. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 10/09/2018 ADDRESS: 11 Balmville Rd, Suite 2N, Newburgh NY 12550 DESCRIPTION: Purchasing homes in the Albany, NY area to rent out to college students. **JMB CAPITAL MANAGEMENT, INC POSITION: Owner NATURE: JMB CAPITAL MANAGEMENT INC, S CORP FOR TAXES, OWNER, TIME SPENT 1% INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2014 ADDRESS: 11 Balmville Rd, Suite 2N, Newburgh NY 12550 DESCRIPTION: used for income flow from RIA business. **FOCUSED WEALTH MANAGEMENT POSITION: Senior VP of Wealth Management NATURE: FOCUSED WEALTH MANAGEMENT, INVESTMENT ADVISOR, INVESTMENT ADVISORY, TIME SPENT 98% - Investment Related - Start date: 11/2010 - Located at 216 State Route 299 Ste 5, Highland, NY 12528-7517 INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 32 START DATE: 11/01/2010 ADDRESS: 11 Balmville Rd, Suite 2N, Newburgh NY 12550 DESCRIPTION: advisory **FIXED AND VARIABLE INSURANCE POSITION: Sales NATURE: FIXED AND VARIABLE INSURANCE PRODUCTS, FIXED AND VARIABLE INSURANCE PRODUCTS, FIXED AND VARIABLE INSURANCE SALES, TIME SPENT 1% - Investment Related - Start Date: 8/2013 - Located at 216 State Route 299 Ste 5, Highland, NY 12528-7517 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2013 ADDRESS: 11 Balmville Rd, Suite 2N, Newburgh NY 12550 DESCRIPTION: sell fixed and variable insurance if suitable. **NEWBURGH FLOUR SHOP POSITION: Investor NATURE: Newburgh Flour Shop is a planned local commercial bakery. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 11 Balmville Rd, Newburgh NY 12550 DESCRIPTION: I am an 11% investor in the company for funding and intellectual. **POWELTON CLUB POOL CHAIR POSITION: Pool Chair NATURE: Powelton Club Pool Chair INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2022 ADDRESS: 29 Balmville Rd, Newburgh NY 12550, United States DESCRIPTION: I am chair of the Powelton Club pool. Reporting on activity and maintaining the usefulness of the pool.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-15

Other Names

• Jacob Brett