Jacob Cueny is an investment adviser representative (IAR) with state registration records since 2020, appearing at 5 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 2025-09-02 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2024-09-10 | 2025-07-31 | — |
| STRATEGIC WEALTH ADVISORS GROUP, INC. | 2024-02-05 | 2024-07-18 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2022-09-19 | 2023-09-07 | — |
| ASSETMARK, INC. | 2020-02-21 | 2021-09-07 | — |