Jacob Artz has been an investment adviser representative at Econ Financial Services since September 2022, and is not listed among the firm’s executive officers or direct owners. Jacob Artz holds a Degree in Finance from Saint Joseph's University and a Masters of Science in Financial Analysis.
Econ Financial Services Corporation is a Harrisburg, PA firm with $232M under management, 337 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Jake Artz is Director of Investment Management at Econ Wealth Management, based in Harrisburg, and one of the firm's licensed advisors. He researches the markets, trades for clients and analyzes which securities to buy and sell.
- Econ Wealth ManagementCurrent– present · 4 yearsHarrisburg, PA · Adviser representative · Firm CRD 226774
Professional designations
Listed by Econ Financial Services
- CMT
Investment adviser representative registrations
Jacob Artz is registered as an investment adviser representative in Pennsylvania, since September 2022.
- PennsylvaniaSince 29 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 January 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob C Artz
- CRD
- 6966343
- Firm
- Econ Financial Services · CRD 226774
- Office
- 4755 LINGLESTOWN ROAD, SUITE 204, Harrisburg, PA 17112
- Registration
- Investment adviser registration
- In the industry since
- September 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- econwealth.com
Where does Jacob Artz work?
Jacob Artz is an investment adviser representative registered through Econ Financial Services Corporation since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Artz a financial advisor?
Yes. Jacob Artz has a current investment-adviser registration in Pennsylvania, through Econ Financial Services since September 2022.
How many years of experience does Jacob Artz have?
Jacob Artz has 4 years in the financial industry, since September 2022, across 1 adviser firm.
What exams has Jacob Artz passed?
Jacob Artz passed the Series 65 in January 2022.
Where is Jacob Artz based?
Jacob Artz’s registered office is in Harrisburg, PA.
Is Jacob Artz registered with FINRA?
No. Jacob Artz has no current broker registration.
How can I verify Jacob Artz’s record?
Search CRD 6966343 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Artz’s full registration record.
