Jacob Stotsky
Investment adviser representative at Confluence Financial Partners
11 yearsExperience
1 stateRegistered in
$7.8BFirm assets
5 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
Experience
11 years in the industry.
- Confluence Financial PartnersOct 2025 to now
- Allegheny Financial GroupSep 2024 to Oct 2025
- Bank of America, N.AApr 2024 to Aug 2024
- BNY MellonMay 2023 to Apr 2024
- Allegheny CollegeAug 2022 to May 2023
- Merrill LynchJun 2022 to Aug 2022
- Allegheny CollegeAug 2021 to May 2022
- Burletto IncJun 2021 to Aug 2021
- Allegheny CollegeAug 2019 to May 2021
- BpAug 2016 to Feb 2019
- Vincentian Academy High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Confluence Financial Partners
Legal name: Confluence Wealth Services, LLC
$7.8BAssets managed
5,228Clients
45Advisers
5 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
- 7565497
- Firm CRD
- 311980