Jacob B
Financial Advisor at Scranton Financial Group | Madison, Connecticut, United States
Jacob B’s Email & Phone Number
VerifiedFree account · No credit card · 5 profiles/month
Financial Advisor at Scranton Financial Group in March 2022 - Present
Assistant Vice President at Citizens Investment Services in July 2019 - March 2022
Financial Advisor at Citizens Investment Services in July 2019 - March 2022
Financial Advisor at Merrill Lynch Wealth Management in April 2018 - July 2019
Flagship Director at Paul Stuart, Inc. in November 2010 - May 2017
Rutgers University, Political Science/History
Saint John's High School
Scranton Financial Group is a financial firm located in Westbrook, Connecticut. They are passionate about educating their clients and ensuring that they fully understand why their recommended strategies for protecting and growing their assets are the right ones. Unlike other firms, Scranton’s number #1 priority is to build strong client relationships through ongoing communication, regular educational workshops, and client appreciation events. Their experience lies in helping those close to or at retirement age to avoid common financial mistakes like inefficient asset allocations, overpaying on taxes, or lack of catastrophic health care planning. Their seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals. SEC.GOV Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Scranton Financial Group, LLC and Sound Income Strategies, LLC are associated entities. Scranton Financial Group, LLC is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies LLC are associated entities.
Discover more about Scranton Financial Group
Private Wealth Advisor | Single Family Offices | Business Owners | Executives | Foundations & Endowments
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Client Service Advisor focused on Customer Service and Management.
Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Scranton Financial Group, LLC and Sound Income Strategies, LLC are associated entities. Scranton Financial Group, LLC is a franchisee of Retirement Income Sou...
Lead Financial Advisor ▪ Retirement Income Planning ▪ Wealth Advisory ▪ Client Acquisition ▪ FINRA Series 7, 63, 65, 66
Lead Advisor at Retirement Income Source SFG
(Aug 2025 – Present)
What is Jacob B email address?
Email Jacob B at [email protected]. This email is the most updated Jacob B's email found in 2026.
How to contact Jacob B?
To contact Jacob B send an email to [email protected].
What company does Jacob B work for?
Jacob B works for Scranton Financial Group.
What is Jacob B's role at Scranton Financial Group?
Jacob B is Financial Advisor
What industry does Jacob B work in?
Jacob B works in the Apparel & Fashion industry.
