Jakub Kubrak

SILVER GROVE ADVISORY SERVICES

Celina, TX

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CRD#: 5572288

Professional summary

Jakub Kubrak is a registered financial advisor currently at SILVER GROVE ADVISORY SERVICES located in Celina, Texas.

Jakub is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jakub has worked at 5 firms and has passed the Series 66, SIE and Series 7 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.

IMAGOANSA; NON-INVESTMENT RELATED; BUYING AND SELLING USED THINGS ON MARKETPLACE/EBAY; OWNER; 4HRS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jakub Kubrak'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®

None

Experience

Current

August 7, 2025 - Present

SILVER GROVE ADVISORY SERVICES

RIA

CRD#: 287512

Celina, TX

Past

November 8, 2024 - August 25, 2025

COMPOUND PLANNING, INC.

RIA

CRD#: 171787

Celina, TX

Past

June 16, 2022 - September 16, 2024

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

RIA

CRD#: 298422

Plano, TX

Past

July 24, 2013 - February 2, 2022

FISHER INVESTMENTS

RIA

CRD#: 107342

PLANO, TX

Past

May 11, 2010 - September 15, 2011

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

NEW YORK, NY

Past

May 11, 2010 - September 15, 2011

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

NEW YORK, NY

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".

SILVER GROVE ADVISORY SERVICES

SIGNATURE SOLUTIONS FINANCIAL GROUP, LLC | TURNING TIDES FINANCIAL, LLC | SILVER GROVE FINANCIAL GROUP, INC. | SILVER GROVE ADVISORY SERVICES

CRD#: 287512 / SEC#: 801-110045

RIA

Registered Investment Advisory firm - (3/9/2017 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.

Highlighted states indicate IAR registrations

IAR

Louisiana
(8/26/2025)

IAR

Texas
(8/7/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/24/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/10/2024

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/8/2009

General Securities Representative Examination

Current Firm

SILVER GROVE ADVISORY SERVICES

SIGNATURE SOLUTIONS FINANCIAL GROUP, LLC | TURNING TIDES FINANCIAL, LLC | SILVER GROVE FINANCIAL GROUP, INC. | SILVER GROVE ADVISORY SERVICES

CRD#: 287512 / SEC#: 801-110045

RIA

Registered Investment Advisory firm - (3/9/2017 Approved)

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Contact information

Main Address

400 Sterling Drive, Orchard Park, NY 14127

Mailing Address

Phone number

(716) 800-4291

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SILVER GROVE FORM ADV PART 2A (3/20/2025)

SILVER GROVE FORM ADV WRAP FEE BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	2,582
AUM (Assets Under Management)	$ 326,596,386

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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Jakub Kubrak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jakub Kubrak's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPOUND PLANNING, INC.

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

FISHER INVESTMENTS

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

SILVER GROVE ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 7/24/2009

SIE

Date: 10/10/2024

Series 7

Date: 7/8/2009

Current Firm

SILVER GROVE ADVISORY SERVICES

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SILVER GROVE ADVISORY SERVICES

TRUST BUT VERIFY

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