JH
Jacob Hadad
WESFAIR ADVISORY GROUP
Chappaqua, NY 10514
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CRD#: 6932872
JH
Professional summary
Jacob Hadad is a registered financial advisor currently at WESFAIR ADVISORY GROUP, INC. located in Chappaqua, New York.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jacob has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) JH Solutions LLC DBA Wesfair Tax and Wesfair Agency, Inc.; Investment related: No; Location of the business: 480 Bedford Road, Chappaqua NY 10514; Description of the business: Jacob Hadad is the President of JH Solutions LLC DBA Wesfair Tax, a company that performs accounting and tax preparation services. Jacob Hadad is a licensed insurance agent and Vice President of Wesfair Agency, Inc., a licensed insurance agency. Position Title: JH Solutions: Presdient; Wesfair Agency: Co-Owner; Responsibilities Duties: See past Form ADV Part 2B - this should be copied back in.; Start date with business: 2018-02-01; Hours devoted to business during trading hours: 6; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 95.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Hadad'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
July 22, 2021 - Present
WESFAIR ADVISORY GROUP, INC.
Office #1: 480 Bedford Road, Chappaqua, NY 10514RIA
CRD#: 295320
Chappaqua, NY
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.Highlighted states indicate IAR registrations
IAR
New York(7/22/2021)
Current Firm
WA
WESFAIR ADVISORY GROUP, INC.
WESFAIR ADVISORY GROUP, INC.
CRD#: 295320 / SEC#:
New York
Registered Investment Advisory firm - (6/7/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
480 Bedford Road, Chappaqua, NY 10514
Mailing Address
Phone number
(914) 238-3734
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 21,005,541 |
Red Flags
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