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Ryan Andrew Jacob

Longview Financial Planning LLC

Auburn, PA

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Current Employers
Longview Financial Planning Llc

Auburn, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-28
  • PA RA
    APPROVED
    Since 2026-04-28

Branch Locations

Auburn, PA • 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
Deloitte Consulting Llp Pittsburgh PA 02/2008 03/2017
Retirement Wynonah PA 04/2017 01/2026
Longview Financial Planning Llc Wynonah PA 02/2026 Present
  • 02/2008 → 03/2017
    Deloitte Consulting Llp
    Pittsburgh, PA
  • 04/2017 → 01/2026
    Retirement
    Wynonah, PA
  • 02/2026 → Present
    Wynonah, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-06
  • S65 Uniform Investment Adviser Law Examination
    2025-06-06

View on SEC IAPD

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