Jacob William Ness
Investment adviser representative at Kreitler Financial LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$584.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Kreitler Financial LLCJul 2020 to now
- Raymond James Financial Services Advisors, Inc.Dec 2010 to Jul 2020
- Raymond James Financial ServicesNov 2010 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CT).
Kreitler Financial LLC
$584.9MAssets managed
173Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5705819
- Firm CRD
- 309056