Jacob Cuthbert, Cfp®, Bfa, Cpfa

Jacob Cuthbert, Cfp®, Bfa, Cpfa Email and Phone Number

President at Educo Advisor Group @ College for Financial Planning
Jacob Cuthbert, Cfp®, Bfa, Cpfa's Location
Greater Pittsburgh Region, United States, United States
About Jacob Cuthbert, Cfp®, Bfa, Cpfa

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.

Jacob Cuthbert, Cfp®, Bfa, Cpfa's Current Company Details
College for Financial Planning

College For Financial Planning

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President at Educo Advisor Group
Jacob Cuthbert, Cfp®, Bfa, Cpfa Work Experience Details
  • Educo Advisor Group
    President
    Educo Advisor Group Feb 2020 - Present
    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. 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.
  • College For Financial Planning
    Instructor - Professional Programs
    College For Financial Planning Sep 2022 - Present
    Centennial, Colorado, Us
    Instructor for the Duquesne University Certificate in Financial Planning
  • Waddell & Reed
    Financial Advisor
    Waddell & Reed Apr 2009 - Jul 2021
    Shawnee Mission, Ks, Us
    My 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.
  • Primerica
    District Leader
    Primerica Sep 2004 - Apr 2009
    Duluth, Georgia, Us
  • Cal Cuthbert Pools
    General Manager
    Cal Cuthbert Pools Mar 1998 - Apr 2009

Jacob Cuthbert, Cfp®, Bfa, Cpfa Education Details

  • Grove City College
    Grove City College
    Finance

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.

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