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Jacob Michael Brett

FOCUSED WEALTH MANAGEMENT, INC.·NEWBURGH, New York
SIE, Series 7, Series 66Clean record12 years registeredFOCUSED 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. · 12 years registered
Brand Profile
Not yet started
01

Career History

FOCUSED WEALTH MANAGEMENT, INC.
Nov 2013 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · November 14, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FOCUSED WEALTH MANAGEMENT, INC.
CRD 154828 · SEC 801-71860
AUM
$1.2B
Regulatory assets under management
Employees
18
1,980 client accounts
Services offered by FOCUSED WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FOCUSED WEALTH MANAGEMENT, INC. →
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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
Barry Howard Brett
NEWBURGH, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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