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Investment Consultant
Jacob Soinski is an Investment Consultant with USI Advisors, Inc. Jacob is responsible for developing, implementing, and monitoring investment strategies for defined benefit and defined contribution clients and regularly conducts investment review meetings with his clients.

Jacob began his career in Financial Services in 2017, providing financial planning advice and tailored individual recommendations to clients, supporting hundreds of advisors across the country through an independent broker-dealer and RIA channel. He also provided product expertise in insurance and investments, and marketing support for custom investment solutions along with 3(38) and 3(21) retirement plan offerings. Additionally, he managed relationships with insurance and investment partners of the broker-dealer, while also managing and training a team of other financial planners and product and marketing experts.

Jacob earned a B.B.A. degree in Financial Planning with a minor in Economics from The University of Akron, graduating summa cum laude. He is a Certified Financial Plannerâ„¢ professional. Additional industry education and designations include: FINRA administered Series 7, 24, and 66; and Life, Accident, Health, and Variable Insurance Licenses.

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Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.