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Current Employers
Wesfair Advisory Group, Inc.

480 Bedford Road, Chappaqua, NY 10514 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-22
  • NY RA
    APPROVED
    Since 2021-07-22

Branch Locations

480 Bedford Road, Chappaqua, NY 10514 • 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
Wesfair Advisory Group, Inc. New York NY 02/2018 Present
Wesfair Agency, Inc. New York NY 04/2018 Present
Wesfair Advisory Group, Inc. New York NY 02/2018 Present
Jh Solutions Llc Dba Wesfair Tax New York NY 12/2010 Present
Apollo Global Management, Llc New York NY 09/2013 04/2018
  • 02/2018 → Present
    New York, NY
  • 04/2018 → Present
    Wesfair Agency, Inc.
    New York, NY
  • 02/2018 → Present
    New York, NY
  • 12/2010 → Present
    Jh Solutions Llc Dba Wesfair Tax
    New York, NY
  • 09/2013 → 04/2018
    Apollo Global Management, Llc
    New York, NY
Other Businesses

1) JH Solutions LLC DBA Wesfair Tax and Wesfair Agency, Inc.; Investment related: No; Location of the business: 480 Bedford Road, Chappaqua NY 10514; Description of the business: Jacob Hadad is the President of JH Solutions LLC DBA Wesfair Tax, a company that performs accounting and tax preparation services. Jacob Hadad is a licensed insurance agent and Vice President of Wesfair Agency, Inc., a licensed insurance agency. Position Title: JH Solutions: Presdient; Wesfair Agency: Co-Owner; Responsibilities Duties: See past Form ADV Part 2B - this should be copied back in.; Start date with business: 2018-02-01; Hours devoted to business during trading hours: 6; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 95.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-27
  • S65 Uniform Investment Adviser Law Examination
    2018-01-27

View on SEC IAPD

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