David J. Jajewski

PORTFOLIO STRATEGIES

TACOMA, WA 98402

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CRD#: 1691466

Professional summary

David James Jajewski is a registered financial advisor currently at PORTFOLIO STRATEGIES INC located in Tacoma, Washington.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. David has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

PORTFOLIO STRATEGIES, PRESIDENT, SINCE 1/1/2001, 1724 WEST UNION SUITE 200, TACOMA, WA 98405, REGISTERED INVESTMENT ADVISER, MANAGEMENT, DEVOTED TIME IS 35 HRS A MONTH, INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David James Jajewski'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

September 8, 1992 - Present

PORTFOLIO STRATEGIES INC

Office #1: 621 Pacific Avenue Suite 15, Tacoma, WA 98402

RIA

CRD#: 104685

TACOMA, WA

Past

May 23, 2013 - May 28, 2013

GWN SECURITIES INC.

RIA

CRD#: 128929

TACOMA, WA

Past

May 23, 2013 - September 24, 2024

GWN SECURITIES INC.

CRD#: 128929

TACOMA, WA

Past

April 17, 2009 - June 28, 2011

TAHOMA INVESTMENT ADVISORS, LLC

RIA

CRD#: 149455

TACOMA, WA

Past

December 19, 2006 - May 15, 2013

CENTAURUS FINANCIAL, INC.

CRD#: 30833

TACOMA, WA

Past

October 23, 2006 - December 19, 2006

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

TACOMA, WA

Past

March 17, 2006 - May 15, 2008

FOCUS INVESTMENTS NW, INC.

RIA

CRD#: 139866

TACOMA, WA

Past

January 31, 1997 - October 13, 2006

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

TACOMA, WA

Past

July 1, 1993 - February 28, 1997

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

May 21, 1992 - July 6, 1993

PACIFIC HARBOR SECURITIES, INC.

CRD#: 8755

HIGHLAND, UT

Past

February 11, 1988 - March 23, 1992

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

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".

PORTFOLIO STRATEGIES INC

CRD#: 104685 / SEC#: 801-18475

RIA

Registered Investment Advisory firm - (3/15/1983 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.

Highlighted states indicate IAR registrations

IAR

Washington
(9/8/1992)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/27/1992

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 6

Date: 2/10/1988

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PORTFOLIO STRATEGIES INC

CRD#: 104685 / SEC#: 801-18475

RIA

Registered Investment Advisory firm - (3/15/1983 Approved)

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Contact information

Main Address

621 Pacific Avenue Suite 15, Tacoma, WA 98402

Mailing Address

Phone number

(253) 383-1676

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	354
AUM (Assets Under Management)	$ 55,448,496

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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David J. Jajewski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David James Jajewski's CRS (Customer Relationship Summary).

Certified licenses

Experience

GWN SECURITIES INC.

GWN SECURITIES INC.

TAHOMA INVESTMENT ADVISORS, LLC

CENTAURUS FINANCIAL, INC.

ADVANTAGE CAPITAL CORPORATION

FOCUS INVESTMENTS NW, INC.

ADVANTAGE CAPITAL CORPORATION

TRANSAMERICA FINANCIAL ADVISORS, LLC

PACIFIC HARBOR SECURITIES, INC.

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

PORTFOLIO STRATEGIES INC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/27/1992

Series 63

Date: 9/4/1987

SIE

Date: 10/1/2018

Series 6

Date: 2/10/1988

Current Firm

PORTFOLIO STRATEGIES INC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PORTFOLIO STRATEGIES INC

TRUST BUT VERIFY

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