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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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SJ

Steven R. Jakowchik

STEVEN ROBERT JAKOWCHIK
Los Angeles, CA 90049
Some features on this profile are disabled
CRD#: 4441776
SJ

Professional summary

Steven Robert Jakowchik, CFP®, who also goes by Steven R Jakowchik, is a registered financial advisor currently at STEVEN ROBERT JAKOWCHIK located in Los Angeles, California.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Steven has worked at 2 firms and has passed the Series 6 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Steven R Jakowchik

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 Steven Robert Jakowchik'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®
CFP®

Certified Financial Planner

Start date: 2005

Experience

Current

August 18, 2018 - Present

STEVEN ROBERT JAKOWCHIK

Office #1: 522 S. Sepulveda Blvd. Suite 207, Los Angeles, CA 90049
RIA
CRD#: 136550
Los Angeles, CA
Past

September 26, 2001 - January 24, 2002

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

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
California
(8/18/2018)

Exams

General Industry/Product Exam
RR
Series 6
Date: 9/25/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SR
STEVEN ROBERT JAKOWCHIK
JAKOWCHIK, STEVEN R. | STEVEN ROBERT JAKOWCHIK | JAKOWCHIK, STEVEN ROBERT

CRD#: 136550 / SEC#:

California
Registered Investment Advisory firm - (1/18/2006 Approved)
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Contact information

Main Address
522 S. Sepulveda Blvd., #207, Los Angeles, CA 90049
Mailing Address
Phone number
(310) 476-5142
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts38
AUM (Assets Under Management)$ 29,276,854

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.

Company Information

STEVEN ROBERT JAKOWCHIK

CRD#: 136550Los Angeles, CA 90049

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