professional profile
Jacob Schatz, CFP, RICP
Overview
Jacob Schatz is an insurance agent, a registered representative and an investment adviser representative based in Naperville, IL, with 18 years in the industry.
- Years in the industry
- 18
- States licensed
- 13
- States registered
- 20
- Carrier appointments
- 10
Contact
3 business emails and 3 phone numbers on file
Registrations and licenses
- Licensed in 13 states
- Registered in 20 states
4 lines of authority, with every state and its dates
Firms
- Purshe Kaplan Sterling InvestmentsCurrent firm
- Intentgen Financial PartnersCurrent firm
Employment history since 2008
Carriers
10 active carrier appointments
Book and practice
Firm assets under management on file
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