Jacob Nicholas Petrick is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with STRATEGIES WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIES WEALTH ADVISORS, LLC | 2025-09-03 | present | Yes |
| PLANTE MORAN FINANCIAL ADVISORS, LLC | 2023-02-14 | 2025-07-10 | — |