Jennifer M. Makowski
STRATEGIC ADVISERS LLC | Financial Consultant I
PITTSBURGH, PA
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CRD#: 5560569
Professional summary
Jennifer M Makowski, who also goes by Jennifer Marie Cubakovic, Jennifer Marie Makowski, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Pittsburgh, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Pittsburgh, Pennsylvania.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jennifer has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Biography
It is important to me that every client feels comfortable and confident with their overall financial plan. It is my goal to help clients with their financial planning needs by creating a trusting relationship that focuses on their unique values and preferences. I strive to make sure that clients are experiencing the relationship that they want and need with Fidelity in order to work towards their financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer Marie Cubakovic | Jennifer Marie Makowski
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer M Makowski'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®
NoneEducation
Community College of Allegheny
Associates - Business
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213RIA
CRD#: 104555
PITTSBURGH, PA
Current
July 31, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1680 Washington Rd.,ste H, Pittsburgh, PA 15241BD
CRD#: 7784
Pittsburgh, PA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PITTSBURGH, PA
Past
June 14, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PITTSBURGH, PA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
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
RR
Arizona(3/18/2025)
RR
Colorado(3/25/2023)
RR
District of Columbia(10/30/2013)
RR
Florida(12/4/2012)
RR
Georgia(10/30/2013)
RR
Illinois(10/30/2013)
RR
Indiana(10/30/2013)
RR
Kentucky(10/30/2013)
RR
Maryland(12/4/2012)
RR
Massachusetts(10/30/2013)
RR
Michigan(10/30/2013)
RR
Montana(7/12/2023)
RR
New Jersey(10/30/2013)
RR
New York(10/30/2013)
RR
North Carolina(10/31/2013)
RR
Ohio(12/5/2012)
RR
Pennsylvania(8/28/2012)
IAR
Pennsylvania(3/31/2025)
RR
South Carolina(8/1/2022)
RR
Tennessee(10/30/2013)
RR
Texas(8/1/2022)
IAR
Texas(3/31/2025)
RR
Utah(8/1/2022)
RR
Virginia(10/30/2013)
RR
West Virginia(12/4/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Financial Consultant ICRD#: 104555Pittsburgh, PATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
