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Winfred Gerald Jacob

Level Financial Advisors, Inc.

Wellsville, NY

East Amherst, NY

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Current Employers
Level Financial Advisors, Inc.

9310 Transit Road Suite 300, East Amherst, NY 14051 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-13
  • NY RA
    APPROVED
    Since 2021-08-13

Branch Locations

Wellsville, NY • United States

9310 Transit Road Suite 300, East Amherst, NY 14051 • 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
Self Employed-Insurance Agent Rochester NY 01/1981 11/2016
Cadaret, Grant & Co., Inc. Wellsville NY 08/2008 11/2016
Frontier Financial Group, Llc Wellsville NY 06/2006 11/2016
Level Financial Advisors, Inc. East Amherst NY 11/2016 Present
  • 01/1981 → 11/2016
    Self Employed-Insurance Agent
    Rochester, NY
  • 08/2008 → 11/2016
    Cadaret, Grant & Co., Inc.
    Wellsville, NY
  • 06/2006 → 11/2016
    Frontier Financial Group, Llc
    Wellsville, NY
  • 11/2016 → Present
    Level Financial Advisors, Inc.
    East Amherst, NY
Previous Registrations
  • 2016-11-01 → 2016-11-01
    Level Financial Advisors, Inc.
    East Amherst, NY
  • 2008-09-18 → 2016-10-20
    Cadaret, Grant & Co., Inc.
    East Concord, NY
    Cuba, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-01-19
  • S63 Uniform Securities Agent State Law Examination
    1984-01-19
Designations
Other Names
  • Win Jacob

View on SEC IAPD

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