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Jacob Michael Brett

FOCUSED WEALTH MANAGEMENT, INC.·NEWBURGH, New York
FOCUSED WEALTH MANAGEMENT, INC.
11 BALMVILLE RD., NEWBURGH, NY 12550-1911CRD# 5899373Firm CRD# 154828

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacob Michael Brett · NEWBURGH, NY
Registration
CRD #5899373 · FOCUSED WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Jacob Michael Brett is a registered financial advisor based in NEWBURGH, New York, affiliated with FOCUSED WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FOCUSED WEALTH MANAGEMENT, INC.
FOCUSED WEALTH MANAGEMENT, INC.
AUM
$1.2B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at FOCUSED WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5899373
Firm CRD# 154828
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacob Michael Brett offer?
Jacob Michael Brett specializes in Financial Planning, Investment Management. Contact their office in NEWBURGH, New York for a consultation.
What are Jacob Michael Brett's credentials?
Jacob Michael Brett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Michael Brett located?
Jacob Michael Brett is based in NEWBURGH, New York, working with FOCUSED WEALTH MANAGEMENT, INC.. Their office serves clients in the NEWBURGH metropolitan area and surrounding communities.
How does Jacob Michael Brett charge for services?
Jacob Michael Brett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOCUSED WEALTH MANAGEMENT, INC.?
FOCUSED WEALTH MANAGEMENT, INC. has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FOCUSED WEALTH MANAGEMENT, INC.

Philip Joseph Deangelo
NEWBURGH, NY
Julie Ann Wittenberg
HIGHLAND, NY
Barry Howard Brett
NEWBURGH, NY

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