Winfred Gerald Jacob

Employer firm

Level Financial Advisors, Inc. CRD 110641

$863M regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S63 Uniform Securities Agent State Law Examination
  1984-01-19

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Win Jacob