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Alexys E Jacobs

Strategic Financial Services

Utica, NY

Syracuse, 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 2025-11-26
  • NY RA
    APPROVED
    Since 2025-11-26

Branch Locations

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

5788 Widewaters Pkwy, Syracuse, NY 13214 • 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
Strategic Financial Services, Inc. Utica NY 07/2025 Present
Rockbridge Investment Management Syracuse NY 06/2023 06/2025
Fust Charles, Llp Syracuse NY 06/2021 06/2023
Student Syracuse NY 01/2015 06/2021
  • 07/2025 → Present
    Strategic Financial Services, Inc.
    Utica, NY
  • 06/2023 → 06/2025
    Rockbridge Investment Management
    Syracuse, NY
  • 06/2021 → 06/2023
    Fust Charles, Llp
    Syracuse, NY
  • 01/2015 → 06/2021
    Student
    Syracuse, NY
Designations

View on SEC IAPD

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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

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