Michael A. Jancosek

FORESIDE FUND SERVICES

Boston, MA 02110

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CRD#: 1668192

Professional summary

Michael Anthony Jancosek, who also goes by Jake Jancosek, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Boston, Massachusetts.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1987. Michael has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jake Jancosek

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michael Anthony Jancosek'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®

None

Experience

Current

March 25, 2021 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 101 Federal Street Suite 1900, Boston, MA 02110

CRD#: 46106

Boston, MA

Past

March 1, 2007 - January 8, 2020

WILLIAM BLAIR

RIA

CRD#: 1252

CHICAGO, IL

Past

September 8, 1999 - January 8, 2020

WILLIAM BLAIR

CRD#: 1252

CHICAGO, IL

Past

March 3, 1997 - September 21, 1999

FORESIDE DISTRIBUTION SERVICES, L.P.

CRD#: 15634

PORTLAND, ME

Past

May 2, 1996 - May 2, 1997

PROFUNDS DISTRIBUTORS, INC.

CRD#: 19541

BETHESDA, MD

Past

July 14, 1994 - May 28, 1996

WINGSPAN INVESTMENT SERVICES

CRD#: 17516

CHICAGO, IL

Past

November 13, 1990 - February 17, 1995

FORTH FINANCIAL SECURITIES, CORPORATION

CRD#: 14363

RICHMOND, VA

Past

December 1, 1988 - September 28, 1990

MARKETING ONE SECURITIES, INC.

CRD#: 16611

PORTLAND, OR

Past

May 12, 1987 - December 6, 1988

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

May 12, 1987 - January 4, 1989

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

State Registrations and Notice Filings

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

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

Alabama
(3/25/2021)

Alaska
(3/25/2021)

Arizona
(3/25/2021)

Arkansas
(3/25/2021)

California
(3/25/2021)

Colorado
(3/25/2021)

Connecticut
(3/25/2021)

Delaware
(3/25/2021)

District of Columbia
(3/25/2021)

Florida
(3/25/2021)

Georgia
(3/25/2021)

Hawaii
(3/25/2021)

Idaho
(3/25/2021)

Illinois
(3/25/2021)

Indiana
(3/25/2021)

Iowa
(3/25/2021)

Kansas
(3/25/2021)

Kentucky
(3/25/2021)

Louisiana
(3/25/2021)

Maine
(3/25/2021)

Maryland
(3/25/2021)

Massachusetts
(3/25/2021)

Michigan
(3/25/2021)

Minnesota
(3/25/2021)

Mississippi
(3/25/2021)

Missouri
(3/25/2021)

Montana
(3/25/2021)

Nebraska
(3/25/2021)

Nevada
(3/25/2021)

New Hampshire
(3/25/2021)

New Jersey
(3/25/2021)

New Mexico
(3/25/2021)

New York
(3/25/2021)

North Carolina
(3/25/2021)

North Dakota
(3/25/2021)

Ohio
(3/25/2021)

Oklahoma
(3/25/2021)

Oregon
(3/25/2021)

Pennsylvania
(3/25/2021)

Puerto Rico
(4/12/2021)

Rhode Island
(3/25/2021)

South Carolina
(3/25/2021)

South Dakota
(3/25/2021)

Tennessee
(3/25/2021)

Texas
(3/25/2021)

Utah
(3/25/2021)

Vermont
(3/25/2021)

Virgin Islands
(4/12/2021)

Virginia
(3/25/2021)

Washington
(3/25/2021)

West Virginia
(3/25/2021)

Wisconsin
(3/25/2021)

Wyoming
(3/25/2021)

Exams

State Security Law Exam

IAR

Series 65

Date: 11/19/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/4/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/1988

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/11/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/1/2004

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

FORESIDE FUND SERVICES, LLC

FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

190 Middle Street Suite 301, Portland, ME 04101

Mailing Address

190 Middle Street Suite 301, Portland, ME 04101

Phone number

(207) 553-7110

Established

Delaware since 09/08/1998

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
FORESIDE DISTRIBUTORS, LLC	SOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKI	PRES/MANAGER/DIRECTOR	1544189
EDELMAN, GABRIEL	SECRETARY	6654419
LA FOND, SUSAN LORENE	TREASURER	4512785
LANZA, CHRISTOPHER CONTE	VICE PRESIDENT	2184856
MACCHIA, KATE SCHENDEL	VICE PRESIDENT	4863973
SOMMERS, WESTON	CFO/FINOP	5290145
STROUT, ALICIA KIMBERLY	CHIEF COMPLIANCE OFFICER/VICE PRESIDENT	6320351

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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Advisor Monitoring

Firm Stability Insights

Michael A. Jancosek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michael Anthony Jancosek's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILLIAM BLAIR

WILLIAM BLAIR

FORESIDE DISTRIBUTION SERVICES, L.P.

PROFUNDS DISTRIBUTORS, INC.

WINGSPAN INVESTMENT SERVICES

FORTH FINANCIAL SECURITIES, CORPORATION

MARKETING ONE SECURITIES, INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/19/1999

Series 63

Date: 9/4/1987

SIE

Date: 10/1/2018

Series 7

Date: 7/16/1988

Series 6

Date: 5/11/1987

Series 24

Date: 3/1/2004

FINRA

Current Firm

FORESIDE FUND SERVICES, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

FORESIDE FUND SERVICES, LLC

TRUST BUT VERIFY

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