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Jacob William Ness

Kreitler Financial LLC

New Haven, CT

CRD 5705819

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Employer firm

Kreitler Financial LLC CRD 309056

$585M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

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
  • Certified Financial Planner
Other Names
  • Jake Ness
  • Jacob Ness

View on SEC IAPD

Nearby Firms

UBS FINANCIAL SERVICES INC.
STRATEGIC ADVISERS LLC
WASHINGTON TRUST ADVISORS

Nearby Investors

CHARLES FRANCIS KREITLER
DWAYNE MICHAEL TYRIL
ALYSE ROSE UZARSKI

Nearby Offices

UBS FINANCIAL SERVICES INC. · NEW HAVEN, CT
STRATEGIC ADVISERS LLC · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT

More in New Haven, CT

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