JP

Jackson Robert Paulishak

EMPIRIKAL PARTNERS

Frederick, MD

·CRD# 2597335·31 years registered

About Jackson

Disclosures

Contact

Videos & Posts

Professional Background

Firm Detail

Other Business Activities

More

Professional Summary

Jackson Robert Paulishak is a registered financial advisor currently at EMPIRIKAL PARTNERS LLC located in Frederick, Maryland and INNOVATION PARTNERS LLC located in Charlotte, North Carolina. Jackson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Jackson has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

31 years registered in the securities industry

Current & Past Employments

Current

EMPIRIKAL PARTNERS LLCCurrent·CRD# 282691

RIA

10 N. Jefferson St. Suite 406, Frederick, MD 21701

March 4, 2024 - Present

INNOVATION PARTNERS LLCCurrent·CRD# 146344

RIA

BD

5950 Fairview Road Suite 140, Charlotte, NC 28210

February 25, 2025 - Present

Past

PURSHE KAPLAN STERLING INVESTMENTSPast·CRD# 35747

BD

Frederick, MD

May 14, 2021 - February 5, 2025

SAPPHIRE BLUE INVESTMENT PARTNERSPast·CRD# 291609

RIA

Frederick, MD

February 4, 2022 - April 2, 2024

SAPPHIRE BLUE INVESTMENT PARTNERSPast·CRD# 291609

RIA

Frederick, MD

June 9, 2021 - December 31, 2021

CETERA WEALTH SERVICES, LLCPast·CRD# 13572

BD

Frederick, MD

September 20, 2019 - May 14, 2021

SUMMIT FINANCIAL GROUP INCPast·CRD# 109485

RIA

Frederick, MD

February 23, 2006 - May 14, 2021

SUMMIT BROKERAGE SERVICES, INC.Past·CRD# 34643

BD

Frederick, MD

February 23, 2006 - September 20, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691

RIA

Frederick, MD

August 15, 2001 - February 23, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691

BD

Frederick, MD

June 29, 2001 - February 23, 2006

LEGG MASON WOOD WALKER, INCORPORATEDPast·CRD# 6555

BD

Baltimore, MD

April 18, 1995 - July 10, 2001

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Current Firm

EP

EMPIRIKAL PARTNERS LLC

EMPIRIKAL PARTNERS LLC | VENTORO & ASSOCIATES | MONZON WEALTH | LIBERATOR WEALTH MANAGEMENT

CRD#: 282691

Arizona

Registered Investment Advisory firm - Arizona (9/7/2016 Approved)

California

Registered Investment Advisory firm - California (6/5/2020 Approved)

Colorado

Registered Investment Advisory firm - Colorado (7/31/2024 Terminated)

Florida

Registered Investment Advisory firm - Florida (10/28/2020 Approved)

Georgia

Registered Investment Advisory firm - Georgia (5/18/2022 Approved)

Maryland

Registered Investment Advisory firm - Maryland (3/4/2024 Approved)

Mississippi

Registered Investment Advisory firm - Mississippi (7/31/2024 Terminated)

New Jersey

Registered Investment Advisory firm - New Jersey (7/16/2020 Approved)

New York

Registered Investment Advisory firm - New York (10/12/2022 Approved)

Oklahoma

Registered Investment Advisory firm - Oklahoma (11/17/2025 Terminated)

Texas

Registered Investment Advisory firm - Texas (6/19/2020 Approved)

Wyoming

Registered Investment Advisory firm - Wyoming (5/11/2020 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Prescott, AZ

Phone Number

(480) 558-6167

# of Employees

11

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

199

AUM (Assets Under Management)

$87,500,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

(1) Jackson Paulishak, Sole Proprietor dba Liberator Wealth Management, LLC; Yes; Frederick, MD; Advisory business; President/ Insurance Agent; 02/2006; 80/MO; 40/MO

(2) Purshe Kaplan Sterling Investments; Yes; Frederick, MD; Broker-dealer; Registered Representative; 05/2021; 40/MO; 30/MO

(3) Outside RIA Firm. 03/2024. Empirikal Investment Partners, 1612 West Molly Ln. Phoenix, AZ 85085. This is the outside RIA firm that I run my advisory through. empirikalpartnersliberatorwealth.com. Liberator Wealth is my DBA name, my responsibilities are investment advisors services. Hours per week expected to devote to this activity: 40 hrs. during normal business hours.

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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.

RR

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

IAR

Arizona
(3/18/2024)

RR

Florida
(6/10/2025)

RR

Kansas
(6/9/2025)

IAR

Maryland
(3/4/2024)

RR

Maryland
(5/29/2025)

RR

North Carolina
(6/2/2025)

RR

Pennsylvania
(6/9/2025)

RR

South Carolina
(8/18/2026)

RR

Virginia
(4/23/2025)

RR

West Virginia
(6/2/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 1995About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1995About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 1995About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jun 2007About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Jackson Robert Paulishak's CRS (Customer Relationship Summary).

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