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JJ

Jennifer E. Jakubowicz

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CRD#: 6591409
JJ

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jennifer Elizabeth Jakubowicz was a registered financial professional .

Jennifer is a previously registered financial professional and started their career in finance in 2016. Jennifer had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
1) Nugent & Co., LLC; Not-Investment Related; 6356 Central Avenue; Public Accounting Office; Staff Accountant; 10/15/2007; 160 hrs per month; 7.5 hrs during trading; Payrolls, taxes (weekly, monthly, quarterly, & annually), tax returns (all), bookkeeping, banking, and anything else that comes up.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 19, 2016 - March 23, 2022

STRATEGIQ FINANCIAL GROUP, LLC

RIA
CRD#: 144287
Portage, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 1/19/2016
Uniform Investment Adviser Law Examination

Current Firm

SF
STRATEGIQ FINANCIAL GROUP, LLC
SFG | STRATEGIQ FINANCIAL GROUP, LLC | STRATEGIQ FINANCIAL | STRATEGIQ | STRATEGIC INVESTMENT GROUP SERVICES, LLC | STRATEGIC FINANCIAL GROUP, LLC | STRATEGIC FINANCIAL GROUP PRIVATE TRUST SERVICES DBA NATIONAL ADVISORS TRUST COMPANY | STRATEGIC FINANCIAL GROUP | SFGI, LLC | SFG MECCA DIVISION

CRD#: 144287 / SEC#: 801-68171

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Contact information

Main Address
101 East 90th Drive Suite A, Merrillville, IN 46410
Mailing Address
Phone number
(219) 736-8902
Established
Firm type
Fiscal year end
# of Employees
18

Documents

Latest Form ADV

Part 2 Brochures

STRATEGIQ FINANCIAL GROUP, LLC - CLIENT DISCLOSURE BROCHURE (3/20/2024)

Regulatory assets under management

Total Number of Accounts3,230
AUM (Assets Under Management)$ 1,550,418,447

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

STRATEGIQ FINANCIAL GROUP, LLC

CRD#: 144287

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