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Employee Details

J Humbert

Jeffrey Humbert, CFP®
Vice President, Senior Financial Advisor - Team Leader
(585) 394-4260 x40224
[email protected]

J Humbert
Jeffrey Humbert, CFP®
Vice President, Senior Financial Advisor - Team Leader
(585) 394-4260 x40224
[email protected]

About

Jeffrey Humbert has more than 17 years of experience in the financial services and wealth management industries, joining CNB in 2010. Working closely with families, business owners and not-for-profit organizations, Jeff develops strategies that address specific needs and goals of their financial plan. Jeff and his wife reside in Fairport, NY with their two children.

Communities Served

Serving Honeoye Falls, Perinton, and Victor Bank Offices.

Education

Fredonia State University, Bachelor of Science in Business Administration
St. John Fisher College, Master of Business Administration

Professional

CERTIFIED FINANCIAL PLANNER™ certificant
FINRA Series 7 and 66 registration
New York State Life, Accident & Health Insurance licensed
Financial Planning Association of Greater Rochester
American Bankers Association School of Bank Marketing & Management

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Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives.
Investments and Insurance products are: *Not FDIC insured *May lose value *Not bank guaranteed *Not a deposit *Not insured by any federal government agency.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdiction in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information, please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site.

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**For a comprehensive review of your personal situation, always consult with a legal or tax advisor. Neither Cetera Investment Services, Cetera Investment Advisers nor any of its representatives may give legal or tax advice.

72 South Main Street, Canandaigua, NY 14424  |  (585) 394-4260