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Jacob Hans Storsberg

Strategic Financial Services

Utica, NY

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Current Employers
Strategic Financial Services

114 Business Park Drive, Utica, NY 13502 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-03-24
  • NY RA
    APPROVED
    Since 2023-03-24

Branch Locations

114 Business Park Drive, Utica, NY 13502 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Whitesboro Central School Whitesboro NY 06/2014 08/2017
Resource Center For Independent Learning Utica NY 06/2018 08/2018
Crestwood Golf Club Marcy NY 05/2016 06/2019
Bank Of America Merrill Lynch Rochester NY 05/2020 04/2021
Michael Collea State Farm Rome NY 06/2021 09/2022
Strategic Financial Services Utica NY 09/2022 Present
Student At St. John's Fisher Rochester NY 09/2017 Present
Student Holland Patent NY 09/2012 06/2017
  • 06/2014 → 08/2017
    Whitesboro Central School
    Whitesboro, NY
  • 06/2018 → 08/2018
    Resource Center For Independent Learning
    Utica, NY
  • 05/2016 → 06/2019
    Crestwood Golf Club
    Marcy, NY
  • 05/2020 → 04/2021
    Bank Of America Merrill Lynch
    Rochester, NY
  • 06/2021 → 09/2022
    Michael Collea State Farm
    Rome, NY
  • 09/2022 → Present
    Strategic Financial Services
    Utica, NY
  • 09/2017 → Present
    Student At St. John's Fisher
    Rochester, NY
  • 09/2012 → 06/2017
    Student
    Holland Patent, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-24
  • S65 Uniform Investment Adviser Law Examination
    2023-03-24

View on SEC IAPD

Other Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PARADIGM CONSULTING, INC.
OSAIC WEALTH, INC.
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
MML INVESTORS SERVICES, LLC

Other Investors

DAVID S LEMIRE
DOUGLAS SCOTT WALTERS
Francesca Mae Asher
Kyle J Dempster
Nicholas A Accordino
Emma Uvanni
Shannon M Cool
JUDITH VICKS-SWEET

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · UTICA, NY
PARADIGM CONSULTING, INC. · UTICA, NY
OSAIC WEALTH, INC. · UTICA, NY
MORGAN STANLEY · Utica, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · UTICA, NY
ROBERT W. BAIRD & CO. INCORPORATED · New Hartford, NY
COMMONWEALTH FINANCIAL NETWORK · New Hartford, NY
MML INVESTORS SERVICES, LLC · New Hartford, NY

More in Utica, NY

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