Jacob Cuthbert, Cfp®, Bfa, Cpfa Email and Phone Number
We are passionate about helping our clients gain confidence in reaching their financial goals through clear, concise communications and industry leading technology. This allows for balancing fact-based decision making with real-life situations and taking a hard look at the emotions that can often cloud judgement and put goals and dreams at risk.
-
PresidentEduco Advisor Group Feb 2020 - PresentWe are passionate about helping our clients gain confidence in reaching their financial goals through clear, concise communications and industry leading technology. This allows for balancing fact-based decision making with real-life situations and taking a hard look at the emotions that can often cloud judgement and put goals and dreams at risk. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
-
Instructor - Professional ProgramsCollege For Financial Planning Sep 2022 - PresentCentennial, Colorado, UsInstructor for the Duquesne University Certificate in Financial Planning -
Financial AdvisorWaddell & Reed Apr 2009 - Jul 2021Shawnee Mission, Ks, UsMy goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 80 years.Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.This site is published for residents of the United States only. Advisors of Waddell & Reed, Inc. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed.Waddell & Reed and its affiliates are not affiliated with and do not endorse any third party organization/company listed on this website, nor does Waddell & Reed have any direct or indirect responsibility with respect to any products and services provided by unaffiliated organizations/companies.For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Please visit https://www.waddell.com/disclosures-privacy/terms-and-conditions#Social for additional information on Waddell & Reed’s social media policies. -
District LeaderPrimerica Sep 2004 - Apr 2009Duluth, Georgia, Us -
General ManagerCal Cuthbert Pools Mar 1998 - Apr 2009
Jacob Cuthbert, Cfp®, Bfa, Cpfa Education Details
-
Grove City CollegeFinance
Frequently Asked Questions about Jacob Cuthbert, Cfp®, Bfa, Cpfa
What company does Jacob Cuthbert, Cfp®, Bfa, Cpfa work for?
Jacob Cuthbert, Cfp®, Bfa, Cpfa works for College For Financial Planning
What is Jacob Cuthbert, Cfp®, Bfa, Cpfa's role at the current company?
Jacob Cuthbert, Cfp®, Bfa, Cpfa's current role is President at Educo Advisor Group.
What schools did Jacob Cuthbert, Cfp®, Bfa, Cpfa attend?
Jacob Cuthbert, Cfp®, Bfa, Cpfa attended Grove City College.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial