JC
Jacob H. Croft
HORNOR, TOWNSEND & KENT
Pittsburgh, PA 15220
Some features on this profile are disabled
CRD#: 6721332
JC
Professional summary
Jacob Hoyt Croft, who also goes by Coby Croft, is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in Pittsburgh, Pennsylvania.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jacob has worked at 1 firm and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Coby Croft
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 21ST CENTURY FINANCIAL | POSITION HELD: AGENT- | ADDRESS: 381 MANSFIELD AVE, STE 400, PITTSBURGH, PA 15220 | START DATE: 2018-01-11 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 101-140 HOURS | APPROX TRADING HRS PER MTH: 101-140 HOURS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: STRATEGIC FINANCIAL DESIGNS, LLC | POSITION HELD: AGENT- | ADDRESS: 381 MANSFIELD AVE, STE 400, PITTSBURGH, PA 15220 | START DATE: 2018-01-11 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 41-100 HOURS | APPROX TRADING HRS PER MTH: 41-100 HOURS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO; AND AS A MARKETING ASSOCIATE FOR THE DBA. 3) P&C INSURANCE BROKERAGE | INVESTMENT RELATED: NO | DBA NAME: STRATEGIC INSURANCE CONCEPTS, LLC | POSITION HELD: AGENT- | ADDRESS: 381 MANSFIELD AVE, STE 400, PITTSBURGH, PA 15220 | START DATE: 2017-01-01 | NATURE OF ACTIVITY: PROPERTY/CASUALTY INSURANCE- | APPROX HRS PER MTH: 10-25 HOURS | APPROX TRADING HRS PER MTH: 10-25 HOURS | DESCRIPTION OF DUTIES: SALES & SERVICE OF P&C AND COMMERCIAL LINES ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS ; AND SERVES AS CUSTOMER SERVICE REPRESENTATIVE FOR THE P&C AGENCY. 4) BNI (BUSINESS NETWORKING INTERNATIONAL) | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PRESIDENT | ADDRESS: 417 WALNUT STREET, SEWICKLEY, PA 15143 | START DATE: 5/21/2021 | NATURE OF ACTIVITY: NETWORKING GROUP | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: PRESIDENT DUTIES INCLUDE: PROVIDES LEADERSHIP & VISION LEAD THE MEETINGS ENSURES THE CHAPTER ACHIEVES ITS GOALS AND OVERSEES LEADERSHIP TEAM TO CARRY OUT ROLES EFFECTIVELY SELECT FUTURE PRESIDENT CONSULTATIONS WITH BNI DIRECTOR STARTING 10/01/2022. 5) CRAB HOLDINGS LLC | DBA: PGH BREAKS | POSITION: PARTNER | NATURE: SERVICE INDUSTRY - SALES OCCUR ONLINE ONLY | INVESTMENT RELATED: NO | NUMBER OF HOURS: 8 | SECURITIES TRADING HOURS: 0 | START DATE: 03/07/2024 | ADDRESS: 2119 HUNTINGTON CT S, WEXFORD PA 15090 | DESCRIPTION: SALES OCCUR ONLINE ONLY. BUY, SELL, AND/OR TRADE VARIOUS TRADING CARDS VIA ONLINE PLATFORMS.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Hoyt Croft's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jacob Hoyt Croft's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 22, 2020 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 381 Mansfield Av, Ste 400, Pittsburgh, PA 15220RIA
BD
CRD#: 4031
Pittsburgh, PA
Current
June 21, 2018 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 381 Mansfield Av, Ste 400, Pittsburgh, PA 15220RIA
BD
CRD#: 4031
Pittsburgh, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(1/24/2020)
RR
District of Columbia(4/28/2020)
RR
Florida(2/3/2020)
RR
Illinois(11/12/2024)
RR
Kansas(9/5/2025)
RR
Kentucky(8/29/2023)
RR
Maryland(4/28/2021)
RR
Missouri(5/5/2021)
RR
New Hampshire(2/13/2025)
RR
New Jersey(10/1/2019)
RR
New Mexico(10/14/2025)
RR
New York(7/18/2023)
RR
North Carolina(5/16/2023)
RR
Ohio(5/25/2021)
RR
Pennsylvania(8/24/2018)
IAR
Pennsylvania(12/22/2020)
RR
Texas(3/13/2019)
RR
West Virginia(11/26/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Mailing Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Phone number
(215) 957-7300
Established
Delaware since 09/09/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
442
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| 1847 FINANCIAL LLC | SHAREHOLDER | |
| GUNZENHAUSER, RADFORD MICHAEL | FINOP | 7253452 |
| HUCKERBY, KEITH GORDON | MANAGER | 2641591 |
| MASON, ANN-MARIE | CHIEF LEGAL OFFICER AND SECRETARY | 7145020 |
| MULLER, NIKI LEE | PRINCIPAL OPERATIONS OFFICER | 7364066 |
| NAGENGAST, HEATHER JILL | PRESIDENT, MANAGER | 5300554 |
| O'MALLEY, DAVID MICHAEL | CHAIRMAN AND MANAGER | 4468593 |
| ROBINSON, VICTORIA MARIE | CHIEF COMPLIANCE OFFICER, MANAGER | 4556827 |
| WYANT, JUSTIN | MANAGER | 8146157 |
Regulatory assets under management
| Total Number of Accounts | 31,522 |
| AUM (Assets Under Management) | $ 7,753,847,039 |
Disclosures
| Regulatory Event | 11 |
| Arbitration | 6 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
