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Current Employers
Stonebridge Financial Group, Llc

602 North Front Street, Wormleysburg, PA 17043 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-03
  • PA RA
    APPROVED
    Since 2026-02-03

Branch Locations

602 North Front Street, Wormleysburg, PA 17043 • 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
Remax 1St Advantage Mechanicsburg PA 06/2018 03/2024
Union Hall Lawn And Garden Carlisle PA 01/2016 01/2021
Joshua Jenkins Mechanicsburg PA 10/2022 11/2023
Northwestern Mutual Investment Services Llc Mechanicsburg PA 10/2022 12/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 12/2023 12/2025
Brad Nelson Mechanicsburg PA 12/2023 02/2024
James Meanix Kng Of Prussia PA 02/2024 12/2025
Michael Robustelli King Of Prussia PA 08/2025 12/2025
Private Client Services Wormleysburg PA 12/2025 Present
Stonebridge Financial Group Wormleysburg PA 12/2025 Present
  • 06/2018 → 03/2024
    Remax 1St Advantage
    Mechanicsburg, PA
  • 01/2016 → 01/2021
    Union Hall Lawn And Garden
    Carlisle, PA
  • 10/2022 → 11/2023
    Joshua Jenkins
    Mechanicsburg, PA
  • 10/2022 → 12/2025
    Northwestern Mutual Investment Services Llc
    Mechanicsburg, PA
  • 12/2023 → 12/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 12/2023 → 02/2024
    Brad Nelson
    Mechanicsburg, PA
  • 02/2024 → 12/2025
    James Meanix
    Kng Of Prussia, PA
  • 08/2025 → 12/2025
    Michael Robustelli
    King Of Prussia, PA
  • 12/2025 → Present
    Private Client Services
    Wormleysburg, PA
  • 12/2025 → Present
    Stonebridge Financial Group
    Wormleysburg, PA
Other Businesses

Stonebridge Financial Group. 602 N Front St, Wormleysburg, PA 17043. RIA.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-02
S63 Uniform Securities Agent State Law Examination 2023-05-25
  • S65 Uniform Investment Adviser Law Examination
    2026-02-02
  • S63 Uniform Securities Agent State Law Examination
    2023-05-25
Other Names
  • Jake Keeports
  • Jacob Keeports

View on SEC IAPD

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