Jesse D. Sikorski
Professional summary
Jesse Drew Sikorski, who also goes by Jesse Sikorski, is a registered financial advisor currently at SIKORSKI WEALTH MANAGEMENT, LLC located in San Diego, California.
Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jesse has worked at 2 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 Jesse Drew Sikorski's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 18, 2021 - Present
SIKORSKI WEALTH MANAGEMENT, LLC
Office #1: 3435 Camino Del Rio South Suite 209, San Diego, CA 92108May 8, 2015 - June 21, 2021
EDWARD JONES
February 25, 2015 - June 21, 2021
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/18/2021)
(9/12/2022)
(6/18/2021)
Exams
Current Firm
SIKORSKI WEALTH MANAGEMENT, LLC
CRD#: 312805 / SEC#: 801-134640
Contact information
Regulatory assets under management
| Total Number of Accounts | 544 |
| AUM (Assets Under Management) | $ 102,700,000 |
Red Flags
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