Jacob Engel is a registered investment advisor at Engel Capital, based in Brooklyn, NY, with 7 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 13 clients with $230K in assets under management.
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Brooklyn, NY
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jacob works for Karit Service LLC as a Finance Associate, managing accounts receivable, payable, and FP&A analysis. This takes about a quarter of his time, with some hours during trading hours.
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.