Jacob C Artz
Investment adviser representative at Econ Wealth Management
10 yearsExperience
1 stateRegistered in
$232.1MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Econ Wealth ManagementJun 2020 to now
- Saint Joseph's UniversityAug 2016 to now
- Comprehensive Financial AssociatesJun 2018 to Aug 2018
- Explosive Sports PerformanceMar 2017 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
Econ Wealth Management
Legal name: Econ Financial Services Corporation
$232.1MAssets managed
337Clients
4Advisers
11 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
- 6966343
- Firm CRD
- 226774