Donald M. Jankowski

ALLSTATE FINANCIAL ADVISORS

Venice, FL 34292-1655

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CRD#: 1495967

Professional summary

Donald Michael Jankowski, CFP®, who also goes by Don M Jankowski, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Venice, Florida and ALLSTATE FINANCIAL SERVICES, LLC located in Venice, Florida.

Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Donald has worked at 14 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don M Jankowski

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

REAL ESTATE SALES POSITION: owner NATURE: Real Estate marketing INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2020 ADDRESS: 4918 Bookelia Cir, Bradenton FL 34203, United States DESCRIPTION: Real Estate marketing

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Michael Jankowski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

November 18, 2016 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 417 Commercial Ct Ste A, Venice, FL 34292-1655

RIA

CRD#: 109524

Venice, FL

Current

November 9, 2016 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 417 Commercial Ct Ste A, Venice, FL 34292-1655

CRD#: 18272

Venice, FL

Past

July 14, 2014 - November 7, 2016

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

VENICE, FL

Past

July 11, 2014 - November 7, 2016

FIFTH THIRD SECURITIES, INC.

CRD#: 628

VENICE, FL

Past

June 15, 2010 - June 26, 2014

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

SARASOTA, FL

Past

March 19, 2010 - June 26, 2014

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SARASOTA, FL

Past

April 11, 2005 - March 23, 2010

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

BRADENTON, FL

Past

April 8, 2005 - March 23, 2010

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

BRADENTON, FL

Past

November 7, 2000 - April 4, 2005

SOUTHTRUST SECURITIES, LLC

CRD#: 17922

BIRMINGHAM, AL

Past

December 13, 1995 - June 6, 1997

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

November 14, 1994 - September 6, 1995

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

LINCOLN, NE

Past

May 25, 1993 - November 23, 1994

DETWILER FENTON WEALTH MANAGEMENT INC

CRD#: 16063

BOSTON, MA

Past

March 15, 1991 - June 21, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

March 15, 1991 - June 21, 1993

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

September 21, 1989 - July 18, 1990

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

May 17, 1988 - September 20, 1989

F.N. WOLF & CO., INC.

CRD#: 13051

Past

February 2, 1987 - May 20, 1988

SHERWOOD CAPITAL, INC.

CRD#: 10474

Past

May 27, 1986 - January 31, 1987

FIRST JERSEY SECURITIES, INC.

CRD#: 6621

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(2/24/2025)

California
(1/18/2024)

Colorado
(9/27/2024)

Florida
(11/14/2016)

IAR

Florida
(11/18/2016)

Georgia
(5/6/2024)

Kentucky
(9/30/2024)

Michigan
(9/18/2023)

New Jersey
(10/29/2025)

New York
(10/14/2025)

Ohio
(4/28/2020)

Pennsylvania
(10/25/2024)

South Carolina
(8/3/2023)

Texas
(1/8/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/11/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/28/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/25/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/19/1986

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

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Contact information

Main Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Mailing Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Phone number

(877) 232-2142

Established

Firm type

Fiscal year end

# of Employees

337

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 82,015,793

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Donald M. Jankowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Michael Jankowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

SOUTHTRUST SECURITIES, LLC

TRUIST INVESTMENT SERVICES, INC.

ALLSTATE FINANCIAL SERVICES, LLC

DETWILER FENTON WEALTH MANAGEMENT INC

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

MORGAN STANLEY DW INC.

F.N. WOLF & CO., INC.

SHERWOOD CAPITAL, INC.

FIRST JERSEY SECURITIES, INC.

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/11/2005

Series 63

Date: 4/28/1988

SIE

Date: 10/1/2018

Series 31

Date: 8/25/2008

Series 7

Date: 4/19/1986

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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