Andrew J. Damcevski
Professional summary
Andrew Jordan Damcevski, CFP®, who also goes by Andrew J Damcevski, is a registered financial advisor currently at AJD WEALTH located in Cincinnati, Ohio.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Andrew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Jordan Damcevski's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
November 9, 2023 - Present
AJD WEALTH
August 16, 2017 - August 9, 2023
TRUEPOINT, INC.
April 19, 2017 - August 8, 2017
TRUWEALTH PLANNING
April 20, 2015 - April 13, 2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
February 16, 2015 - April 13, 2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/9/2023)
(12/13/2023)
Exams
Current Firm
AJD WEALTH
CRD#: 328624 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 190 |
| AUM (Assets Under Management) | $ 15,145,623 |
Red Flags
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