Steven R. Jakowchik

STEVEN ROBERT JAKOWCHIK

Los Angeles, CA 90049

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CRD#: 4441776

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.

Steven Jakowchik also provides insurance products, such as: life, disability, medical, dental, vision, annuities

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

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)

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.

Exams

General Industry/Product Exam

Series 6

Date: 9/25/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 24,983,419

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Steven R. Jakowchik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Robert Jakowchik's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEVEN ROBERT JAKOWCHIK

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 6

Date: 9/25/2001

Current Firm

STEVEN ROBERT JAKOWCHIK

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STEVEN ROBERT JAKOWCHIK

TRUST BUT VERIFY

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