Stephen

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Wealth Advisor at Jacobi Wealth Advisors|Greater Philadelphia, United States

Position:

Wealth Advisor at Jacobi Wealth Advisors

Location:

Greater Philadelphia, United States

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Last updated: 2024-12-04
Updated: 2024-12-04

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Work Experience 28 years

Wealth Advisor at Jacobi Wealth Advisors

Sep 2022 - Current

Financial Planner, Financial Services Representative at Creative Financial Group

Jul 2016 - Sep 2022

Financial Advisor; Financial Services Representative at Independent Wealth Strategies , an office of MetLife and part of the MetLife Premier Client Group

Oct 2012 - Jun 2016

Financial Advisor / Wealth Management / Retirement Planning / Insurance Agent / Investments at Financial Security Analysts, LLC

Jan 2005 - Oct 2012

Financial Advisor / Investments / Retirement Planning / Wealth Management / Insurance Agent at Financial Security Analysts

Dec 2002 - Jan 2005

Financial Advisor / Financial Planning / Retirement Planning / Insurance Agent / Employee Benefits at Mutual Of New York

Jan 2001 - Jan 2002

Attorney at Zevnick, Horton

Jan 1998 - Jan 2001

Stephen started working in 1998, then the employee has changed 6 companies and 6 jobs. On average, Stephen works for one company for 3 years 11 months.

Their professional focus is Disability Insurance, Estate Conservations Strategies, and Investment Advisory across 3 core areas.

Education

Juris Doctorate (JD) at American University, Washington College of Law

BA at State University of New York at Buffalo

Stephen Namesakes

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