professional profile
Jacob William Ness, CFP
Overview
Jacob William Ness is an insurance agent and an investment adviser representative based in New Haven, CT, with 17 years in the industry.
- Years in the industry
- 17
- States licensed
- 1
- States registered
- 1
- Exams passed
- 1
Contact
1 business email and 1 phone number on file
Registrations and licenses
- Licensed in 1 state
- Registered in 1 state
4 lines of authority, with every state and its dates
Firms
- Kreitler Financial LLCCurrent firm
Employment history since 2009
Carriers
Carrier appointments, active and past
Book and practice
Firm assets under management on file
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