Jacob Ness
Kreitler Financial · New Haven, Connecticut
Jacob Ness is a fee-only financial advisor at Kreitler Financial in New Haven, Connecticut, who holds the CFP credential. Jacob charges a percentage of assets and focuses on retirement planning, small business owners and family wealth transfer.
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Specialties
Who they serve
- Pre-retirees
- Mid-life transitions
- Divorced individuals
- Multi-generational families
Facts
| Firm | Kreitler Financial |
|---|---|
| Based in | New Haven, Connecticut |
| Fee model | Percentage of assets |
| Assets under management | $584.9M across 950 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 5705819 |
| Exams passed | Series 66 (2009) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.kreitlerfinancial.com |
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Questions about Jacob
Is Jacob Ness a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Kreitler Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob charges a percentage of assets.
Where is Jacob Ness based?
Jacob Ness is based in New Haven, Connecticut.
What does Jacob specialize in?
Jacob's specialties include retirement planning, small business owners and family wealth transfer. Jacob works with pre-retirees, mid-life transitions, divorced individuals and multi-generational families.
What credentials does Jacob Ness hold?
Jacob Ness holds the CFP credential.
Is Jacob Ness registered with the SEC?
Yes. Jacob Ness is registered as an investment adviser representative in CT (CRD 5705819), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kreitler Financial manage?
Kreitler Financial reports $584.9M across 950 accounts in assets under management.
How do I contact Jacob Ness?
Through Jacob's website, www.kreitlerfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kreitler Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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