SourcingSourcing

Jacob Alexander Cavaleri

C13
IAR CRD 7555510·Industry start 2022-11-24

Identity

Legal name
Jacob Alexander Cavaleri
CRD
7555510
NPN
—

Career

Previous employments
KOVITZ INVESTMENT GROUP PARTNERS, LLC2025-01-27
KOVITZ INVESTMENT GROUP PARTNERS, LLC2024-09-27
Current branches
PRIVATE CLIENT SERVICES, LLC
ABLE FINANCIAL GROUP, LLC
Designations
—
Education
—

BrokerCheck signals

Industry start
2022-11-24
Est. age
26
Age confidence
—
Est. birth year
2000
BC active
Yes
IA active
Yes
Disclosures
No
Private residence
No

Firm affiliations

1
ABLE FINANCIAL GROUP, LLC
IAR
CRD 323646