Jason C. Skibek

SKIBEK WEALTH MANAGEMENT

Charlotte, NC

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CRD#: 6259694

Professional summary

Jason Chester Skibek, CFP® is a registered financial advisor currently at SKIBEK WEALTH MANAGEMENT located in Charlotte, North Carolina.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jason has worked at 3 firms and has passed the Series 63, 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.

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Chester Skibek'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: 2016

Experience

Current

February 27, 2023 - Present

SKIBEK WEALTH MANAGEMENT

RIA

CRD#: 322652

Charlotte, NC

Past

September 9, 2022 - December 15, 2022

SKIBEK WEALTH MANAGEMENT

RIA

CRD#: 322652

CHARLOTTE, NC

Past

March 1, 2017 - August 17, 2022

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

CHARLOTTE, NC

Past

November 12, 2013 - August 17, 2022

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

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

North Carolina
(2/27/2023)

IAR

Texas
(3/14/2023)

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

Series 63

Date: 11/22/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/12/2013

General Securities Representative Examination

Current Firm

SKIBEK WEALTH MANAGEMENT

SKIBEK WEALTH MANAGEMENT | SKIBEK WEALTH MANAGEMENT, LLC | SKIBEK WEALTH MANAGEMENT LLC

CRD#: 322652 / SEC#: 801-126479

RIA

Registered Investment Advisory firm - (12/15/2022 Terminated)

North Carolina

Registered Investment Advisory firm - (2/1/2023 Approved)

Texas

Registered Investment Advisory firm - (3/3/2023 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Charlotte, NC

Mailing Address

401 Hawthorne Lane Suite 110-313, Charlotte, NC 28204

Phone number

(704) 612-6658

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	89
AUM (Assets Under Management)	$ 29,085,696

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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Jason C. Skibek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Chester Skibek's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKIBEK WEALTH MANAGEMENT

SKIBEK WEALTH MANAGEMENT

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 11/22/2013

SIE

Date: 10/1/2018

Series 7

Date: 11/12/2013

Current Firm

SKIBEK WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SKIBEK WEALTH MANAGEMENT

TRUST BUT VERIFY

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