Jackson R. Paulishak

EMPIRIKAL PARTNERS LLC

Frederick, MD 21701

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CRD#: 2597335

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.

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.

(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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackson Robert Paulishak's 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 4, 2024 - Present

EMPIRIKAL PARTNERS LLC

Office #1: 10 N. Jefferson St. Suite 406, Frederick, MD 21701

RIA

CRD#: 282691

Frederick, MD

Current

February 25, 2025 - Present

INNOVATION PARTNERS LLC

Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210

RIA

CRD#: 146344

Charlotte, NC

Past

February 4, 2022 - April 2, 2024

SAPPHIRE BLUE INVESTMENT PARTNERS

RIA

CRD#: 291609

Frederick, MD

Past

June 9, 2021 - December 31, 2021

SAPPHIRE BLUE INVESTMENT PARTNERS

RIA

CRD#: 291609

Frederick, MD

Past

May 14, 2021 - February 5, 2025

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Frederick, MD

Past

September 20, 2019 - May 14, 2021

CETERA WEALTH SERVICES, LLC

CRD#: 13572

FREDERICK, MD

Past

February 23, 2006 - May 14, 2021

SUMMIT FINANCIAL GROUP INC

RIA

CRD#: 109485

FREDERICK, MD

Past

February 23, 2006 - September 20, 2019

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

FREDERICK, MD

Past

August 15, 2001 - February 23, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FREDERICK, MD

Past

June 29, 2001 - February 23, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FREDERICK, MD

Past

April 18, 1995 - July 10, 2001

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

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

IAR

Arizona
(3/18/2024)

Florida
(6/10/2025)

Kansas
(6/9/2025)

IAR

Maryland
(3/4/2024)

Maryland
(5/29/2025)

North Carolina
(6/2/2025)

Pennsylvania
(6/9/2025)

Virginia
(4/23/2025)

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

State Security Law Exam

IAR

Series 65

Date: 4/25/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/20/1995

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: 4/13/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/19/2007

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

EMPIRIKAL PARTNERS LLC

EMPIRIKAL PARTNERS LLC | MONZON WEALTH

CRD#: 282691 / SEC#:

Arizona

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

California

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

Colorado

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

Florida

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

Georgia

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

Maryland

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

Mississippi

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

New Jersey

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

New York

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

Oklahoma

Registered Investment Advisory firm - (3/3/2021 Approved)

Texas

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

Wyoming

Registered Investment Advisory firm - (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).

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Contact information

Main Address

Phoenix, AZ

Mailing Address

Phone number

(480) 558-6167

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	170
AUM (Assets Under Management)	$ 88,000,000

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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Firm Stability Insights

Jackson R. Paulishak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

INNOVATION PARTNERS LLC

SAPPHIRE BLUE INVESTMENT PARTNERS

SAPPHIRE BLUE INVESTMENT PARTNERS

PURSHE KAPLAN STERLING INVESTMENTS

CETERA WEALTH SERVICES, LLC

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 4/25/1995

Series 63

Date: 4/20/1995

SIE

Date: 10/1/2018

Series 7

Date: 4/13/1995

Series 24

Date: 6/19/2007

FINRA

Current Firm

EMPIRIKAL PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EMPIRIKAL PARTNERS LLC

TRUST BUT VERIFY

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