About Jadah
Jadah’s primary responsibility is to ensure continuity and consistency in client interactions, especially when her team members are on leave and when new personnel join the firm. When team members need time away for various reasons, Jadah assumes the full spectrum of duties carried out by the associate wealth advisor role. In addition, Jadah helps establish best practices and facilitates the seamless integration of new associates. She contributes her knowledge and experience in the financial planning industry by assisting with training for new associates within her designated teams and stepping in when their clients require assistance.
Jadah has spent time as a financial writer for Financial Advisor magazine, where she wrote articles on the latest topics in the financial planning industry. In her free time, Jadah enjoys traveling with her husband, trying out new recipes, and spending time on any kind of boat.
Education and Professional Milestones
-Rutgers University - bachelor’s degree in communication and information and a bachelor’s degree in English
-Joined Focus Partners Wealth in January 2023
-Has held roles as an associate financial planner for RTD Financial Advisors in Philadelphia, as an associate advisor at a boutique firm in New York City, and as a client service associate for Oppenheimer & Co. Inc.
Jadah’s primary responsibility is to ensure continuity and consistency in client interactions, especially when her team members are on leave and when new personnel join the firm. When team members need time away for various reasons, Jadah assumes the full spectrum of duties carried out by the associate wealth advisor role. In addition, Jadah helps establish best practices and facilitates the seamless integration of new associates. She contributes her knowledge and experience in the financial planning industry by assisting with training for new associates within her designated teams and stepping in when their clients require assistance.
Jadah has spent time as a financial writer for Financial Advisor magazine, where she wrote articles on the latest topics in the financial planning industry. In her free time, Jadah enjoys traveling with her husband, trying out new recipes, and spending time on any kind of boat.
Education and Professional Milestones
-Rutgers University - bachelor’s degree in communication and information and a bachelor’s degree in English
-Joined Focus Partners Wealth in January 2023
-Has held roles as an associate financial planner for RTD Financial Advisors in Philadelphia, as an associate advisor at a boutique firm in New York City, and as a client service associate for Oppenheimer & Co. Inc.