Jacob Schurr is a Financial Planning Associate for Level Financial Advisors. He holds a bachelor of science in finance from Canisius College, where he graduated in 2020. James joined the firm in 2021.
He assists with client meetings, preparing financial plans, and researching strategies to help clients save money, reduce taxes, and improve their financial lives. He is a member of the firm’s financial planning and investment management committees and works on special projects for both the advisory and client services teams of the company.
James is a member of the Financial Planning Association of Western New York and also serves as a member of the Western New York Prosperity Fellowship of the Prentice Family Foundation. He lives in Orchard Park.
He enjoys spending time at his family’s cabin in the Arcade/Java area, fishing and cooking out. He also enjoys exercising, sports, hiking and exploring downtown Buffalo.