Jeffery S. Jablonski
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeffery Scott Jablonski, CFP®, who also goes by Jeff Scott Jablonski, was a registered financial professional .
Jeffery is a previously registered financial professional and started their career in finance in 1993. Jeffery had worked at 14 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 27, 2020 - October 17, 2023
FACET
September 6, 2018 - July 1, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
October 16, 2013 - June 7, 2018
LEARNVEST PLANNING SERVICES, LLC
December 11, 2008 - July 29, 2013
USAA FINANCIAL PLANNING SERVICES
August 31, 2007 - July 29, 2013
USAA FINANCIAL ADVISORS, INC.
June 14, 2007 - December 31, 2008
USAA INVESTMENT SERVICES COMPANY
May 25, 2007 - December 31, 2007
USAA INVESTMENT SERVICES COMPANY
October 31, 2005 - May 11, 2007
METROPOLITAN LIFE INSURANCE COMPANY
October 31, 2005 - May 11, 2007
MSI FINANCIAL SERVICES, INC.
August 3, 2005 - October 31, 2005
ALLSTATE FINANCIAL SERVICES, LLC
January 31, 2003 - August 13, 2003
NYLIFE SECURITIES LLC
May 13, 1996 - January 13, 2003
VANGUARD MARKETING CORPORATION
July 6, 1994 - May 7, 1996
AMERICAN GENERAL EQUITY SERVICES CORPORATION
January 27, 1994 - May 3, 1994
WADDELL & REED
July 19, 1993 - August 18, 1993
FORESTERS FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
FACET
CRD#: 285961 / SEC#: 801-108767
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FACET
CRD#: 285961 / SEC#: 801-108767
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 36,817 |
| AUM (Assets Under Management) | $ 4,754,146,771 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/29/2025 |
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.
