Winfred Jacob
Level Financial Advisors · Wellsville, New York
Winfred Jacob is a fee-only financial advisor at Level Financial Advisors in Wellsville, New York, who holds the CFP and ChFC credentials. Level Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Level Financial Advisors |
|---|---|
| Based in | Wellsville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $975.2M across 2,242 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in NY · CRD 1216951 |
| Exams passed | Series 63 (1984) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.levelfa.com |
How Winfred's firm compares
- Level Financial Advisors's average account is about $435,000, from its Form ADV (assets managed divided by 2,242 accounts).
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Questions about Winfred
Is Winfred Jacob a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Winfred holds no broker registration, and Level Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Winfred charge for financial advice?
Winfred's firm, Level Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Winfred Jacob based?
Winfred Jacob is based in Wellsville, New York.
What credentials does Winfred Jacob hold?
Winfred Jacob holds the CFP and ChFC credentials.
Is Winfred Jacob registered with the SEC?
Yes. Winfred Jacob is registered as an investment adviser representative in NY (CRD 1216951), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Level Financial Advisors manage?
Level Financial Advisors reports $975.2M across 2,242 accounts in assets under management.
How do I contact Winfred Jacob?
Through Winfred's website, www.levelfa.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
- 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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