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Jacob Stotsky

Confluence Financial Partners

Sewickley, PA

Mcmurray, PA

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Current Employers
Confluence Financial Partners

732 E Mcmurray Rd, Mcmurray, PA 15317 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-28
  • PA RA
    APPROVED
    Since 2026-02-28

Branch Locations

1605 Carmody Court Ste 101, Sewickley, PA 15143 • United States

732 E Mcmurray Rd, Mcmurray, PA 15317 • 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
Bny Mellon Pittsburgh PA 05/2023 04/2024
Burletto Inc Pittsburgh PA 06/2021 08/2021
Vincentian Academy High School Pittsburgh PA 08/2015 05/2019
Allegheny College Meadville PA 08/2021 05/2022
Allegheny College Meadville PA 08/2022 05/2023
Bank Of America, N.A Wexford PA 04/2024 08/2024
Confluence Financial Partners Pittsburgh PA 10/2025 Present
Allegheny Financial Group Pittsburgh PA 09/2024 10/2025
Merrill Lynch Sewickley PA 06/2022 08/2022
Bp Wexford PA 08/2016 02/2019
Allegheny College Meadville PA 08/2019 05/2021
  • 05/2023 → 04/2024
    Bny Mellon
    Pittsburgh, PA
  • 06/2021 → 08/2021
    Burletto Inc
    Pittsburgh, PA
  • 08/2015 → 05/2019
    Vincentian Academy High School
    Pittsburgh, PA
  • 08/2021 → 05/2022
    Allegheny College
    Meadville, PA
  • 08/2022 → 05/2023
    Allegheny College
    Meadville, PA
  • 04/2024 → 08/2024
    Bank Of America, N.A
    Wexford, PA
  • 10/2025 → Present
    Confluence Financial Partners
    Pittsburgh, PA
  • 09/2024 → 10/2025
    Allegheny Financial Group
    Pittsburgh, PA
  • 06/2022 → 08/2022
    Merrill Lynch
    Sewickley, PA
  • 08/2016 → 02/2019
    Bp
    Wexford, PA
  • 08/2019 → 05/2021
    Allegheny College
    Meadville, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-28
  • S65 Uniform Investment Adviser Law Examination
    2026-02-28
Other Names
  • Jacob R Stotsky

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
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SEWICKLEY FINANCIAL LLC

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JOHN MARTIN SCHNEIDER
LAURA S GLEGHORN
RANDOLPH ANTHONY BODNAR
BRIAN MATTHEW SPENCER
ERIC SCOTT LEWIS
Sumana Naik

Other Offices

JMS CAPITAL GROUP WEALTH SERVICES, LLC · SEWICKLEY, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Sewickley, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SEWICKLEY, PA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Sewickley, PA
SCHENLEY CAPITAL, INC · SEWICKLEY, PA
NAV WEALTH PARTNERS · SEWICKLEY, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SEWICKLEY, PA
J.P. MORGAN SECURITIES LLC · Sewickley, PA

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