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Jacob William Ness

Kreitler Financial LLC

New Haven, CT

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Current Employers
Kreitler Financial Llc

265 Church Street Suite 501, New Haven, CT 06510 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2020-07-01
  • CT RA
    APPROVED
    Since 2020-07-01

Branch Locations

265 Church Street Suite 501, New Haven, CT 06510 • 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
Raymond James Financial Services New Haven CT 11/2010 07/2020
Kreitler Financial New Haven CT 07/2020 Present
Raymond James Financial Services Advisors, Inc. New Haven CT 12/2010 07/2020
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-10-09
  • S66 Uniform Combined State Law Examination
    2009-10-09
Designations
Other Names
  • Jake Ness
  • Jacob Ness

View on SEC IAPD

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EGZON DAUTI

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WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
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LPL FINANCIAL LLC · NEW HAVEN, CT
RAYMOND JAMES & ASSOCIATES, INC. · NEW HAVEN, CT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEW HAVEN, CT
J.P. MORGAN SECURITIES LLC · NEW HAVEN, CT

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