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Jake Boscarelli

Commonwealth Financial Network

Yardley, PA

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-01-09
  • PA RA
    APPROVED
    Since 2023-01-09

Branch Locations

15 West Afton Avenue, Yardley, PA 19067 • 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
Jrb Wealth Management Yardley PA 04/2017 05/2022
Icona Windrift Avalon NJ 05/2019 08/2019
Full Time Education Yardley PA 07/2012 04/2017
Square One Credit Management Ocean Township NJ 05/2021 06/2021
Jrb Wealth Management Yardley PA 06/2022 06/2024
Commonwealth Financial Network Waltham MA 06/2022 06/2024
Commonwealth Financial Network Waltham MA 06/2024 Present
Jrb Wealth Management Yardley PA 06/2024 Present
  • 04/2017 → 05/2022
    Jrb Wealth Management
    Yardley, PA
  • 05/2019 → 08/2019
    Icona Windrift
    Avalon, NJ
  • 07/2012 → 04/2017
    Full Time Education
    Yardley, PA
  • 05/2021 → 06/2021
    Square One Credit Management
    Ocean Township, NJ
  • 06/2022 → 06/2024
    Jrb Wealth Management
    Yardley, PA
  • 06/2022 → 06/2024
    Commonwealth Financial Network
    Waltham, MA
  • 06/2024 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 06/2024 → Present
    Jrb Wealth Management
    Yardley, PA
Other Businesses

Fixed insurance sales; as of 07/24/2024; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-28
  • S66 Uniform Combined State Law Examination
    2022-10-28

View on SEC IAPD

Other Firms

MORGAN STANLEY
STIFEL, NICOLAUS & COMPANY, INCORPORATED
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
VENTURA WEALTH MANAGEMENT
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CROSSOVER CAPITAL

Other Investors

MICHAEL STEVEN BROOKS
ANGELA MARY SPRENKLE
Kelley Danielle Smith
THOMAS MARTIN WICK
EDWARD CHRISTIAN GRUBER
MICHAEL R JOHNSON
SARAH NICOLE WAGNER FIORELLI
Abigail Page Wick

Other Offices

MORGAN STANLEY · Yardley, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · YARDLEY, PA
OSAIC WEALTH, INC. · YARDLEY, PA
MML INVESTORS SERVICES, LLC · Yardley, PA
VENTURA WEALTH MANAGEMENT · YARDLEY, PA
LPL FINANCIAL LLC · YARDLEY, PA
ALLSTATE FINANCIAL ADVISORS, LLC · Yardley, PA
CROSSOVER CAPITAL · YARDLEY, PA

More in Yardley, PA

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