Jacob Hans Storsberg
Investment adviser representative at Strategic Financial Services
14 yearsExperience
1 stateRegistered in
$2.8BFirm assets
37 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Strategic Financial ServicesSep 2022 to now
- Student At St. John's FisherSep 2017 to now
- Michael Collea State FarmJun 2021 to Sep 2022
- Bank of America Merrill LynchMay 2020 to Apr 2021
- Resource Center for Independent LearningJun 2018 to Aug 2018
- Crestwood Golf ClubMay 2016 to Jun 2019
- Whitesboro Central SchoolJun 2014 to Aug 2017
- StudentSep 2012 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Strategic Financial Services
Legal name: Strategic Financial Services, Inc.
$2.8BAssets managed
1,336Clients
28Advisers
37 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
- 7240118
- Firm CRD
- 109677