Jacob M. Brett
Vice President of Wealth Management
Jacob M. Brett, Vice President of Wealth Management- Focused Wealth Management, a SEC Registered Investment Advisor, with offices at 216 State Route 299 Highland NY. Jacob is a Registered Representative with Securities America.
Mr. Brett graduated from The College of Saint Rose in Albany, New York with a degree in Business Management. He is licensed as a Registered Representative with Securities America, holding licenses for the Series 7, and Series 66.
Prior to coming to Focused Wealth Management, Jacob developed strong business relationships while working with Pitney Bowes Inc., a Fortune 500 company. There he played a vital role within the financial division as a Senior Business Analyst.
Jacob seeks to develop strong client relationships with individuals, companies, unions, and organizations. He co- manages individual accounts, 401(k)’s, 403(b)’s, deferred compensation plans, college education accounts as well as company and organization 401(k)’s/retirement accounts, pension, endowments, and trust accounts. Jacob helps individual’s to understand and maximize the benefits of their company retirement plan.
Mr. Brett is also responsible for marketing and customized NextPhaseTM Retirement Income Planning Process portfolio design and client presentations.
Jacob has been active in the community as well, serving as a board member for the Michael Oremus Foundation, a local not for profit charitable organization.