Jennifer L. Jurek

SGROI WEALTH ADVISORY GROUP

West Seneca, NY 14224

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CRD#: 2709334

Professional summary

Jennifer Lynn Jurek, CFP®, who also goes by Jennifer Lynn Yaskow, is a registered financial advisor currently at SGROI WEALTH ADVISORY GROUP LLC located in West Seneca, New York and LPL FINANCIAL LLC located in West Seneca, New York.

Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jennifer has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Lynn Yaskow

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) - RIA

Click below to view Jennifer Lynn Jurek'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®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

March 12, 2018 - Present

SGROI WEALTH ADVISORY GROUP LLC

Office #1: 965 Union Road, West Seneca, NY 14224

RIA

CRD#: 289764

West Seneca, NY

Current

July 10, 2025 - Present

LPL FINANCIAL LLC

Office #1: 965 Union Road, West Seneca, NY 14224

RIA

CRD#: 6413

WEST SENECA, NY

Past

July 10, 2025 - August 8, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

May 4, 2021 - July 10, 2025

CADARET, GRANT & CO., INC.

RIA

CRD#: 10641

WEST SENECA, NY

Past

September 17, 2004 - July 10, 2025

CADARET, GRANT & CO., INC.

CRD#: 10641

WEST SENECA, NY

Past

October 5, 1999 - June 2, 2004

M&T SECURITIES, INC.

CRD#: 17358

BALTIMORE, MD

Past

February 28, 1996 - February 8, 1999

M&T SECURITIES, INC.

CRD#: 17358

BALTIMORE, MD

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".

SGROI WEALTH ADVISORY GROUP LLC

CRD#: 289764 / SEC#: 801-112067

RIA

Registered Investment Advisory firm - (11/27/2017 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.

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

Alaska
(7/10/2025)

Arizona
(7/10/2025)

California
(7/10/2025)

Colorado
(7/10/2025)

Connecticut
(7/10/2025)

IAR

Florida
(3/12/2018)

Florida
(7/10/2025)

IAR

Georgia
(3/12/2018)

Georgia
(7/10/2025)

Illinois
(7/10/2025)

Indiana
(7/10/2025)

Kansas
(7/10/2025)

Kentucky
(7/10/2025)

Maine
(7/10/2025)

Maryland
(7/10/2025)

Massachusetts
(7/10/2025)

Michigan
(7/10/2025)

Missouri
(7/10/2025)

Nevada
(7/10/2025)

New Hampshire
(7/10/2025)

New Jersey
(7/10/2025)

IAR

New York
(6/8/2021)

New York
(7/10/2025)

North Carolina
(7/10/2025)

Ohio
(7/10/2025)

Oklahoma
(7/10/2025)

Oregon
(7/10/2025)

Pennsylvania
(7/10/2025)

Rhode Island
(7/10/2025)

South Carolina
(7/10/2025)

Tennessee
(7/10/2025)

IAR

Texas
(10/15/2018)

Texas
(7/10/2025)

Virginia
(7/10/2025)

Washington
(7/10/2025)

Wisconsin
(7/10/2025)

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 66

Date: 6/26/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/15/1996

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: 3/8/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/27/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/5/2002

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

SGROI WEALTH ADVISORY GROUP LLC

CRD#: 289764 / SEC#: 801-112067

RIA

Registered Investment Advisory firm - (11/27/2017 Approved)

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Contact information

Main Address

965 Union Road, West Seneca, NY 14224

Mailing Address

Phone number

(716) 674-6700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SGROI WEALTH ADVISORY GROUP LLC FORM ADV PART 2A/3 (2/2/2026)

Regulatory assets under management

Total Number of Accounts	7,676
AUM (Assets Under Management)	$ 1,357,154,362

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

Jennifer L. Jurek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Lynn Jurek's CRS (Customer Relationship Summary).

Certified licenses

Experience

SGROI WEALTH ADVISORY GROUP LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CADARET, GRANT & CO., INC.

CADARET, GRANT & CO., INC.

M&T SECURITIES, INC.

M&T SECURITIES, INC.

Primary Firm SEC Registration

SGROI WEALTH ADVISORY GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/26/2018

Series 63

Date: 4/15/1996

SIE

Date: 10/1/2018

Series 7

Date: 3/8/2002

Series 6

Date: 2/27/1996

Series 24

Date: 6/5/2002

FINRA

Current Firm

SGROI WEALTH ADVISORY GROUP LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SGROI WEALTH ADVISORY GROUP LLC

TRUST BUT VERIFY

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