Jacob T. Jablonski
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.
Jacob Thomas Jablonski, who also goes by Jake Jablonski, was a registered financial professional .
Jacob is a previously registered financial professional and started their career in finance in 2017. Jacob had worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 22, 2023 - October 23, 2025
CREEKMUR ASSET MANAGEMENT, LLC
November 10, 2020 - November 29, 2023
ZACKS INVESTMENT MANAGEMENT, INC.
April 16, 2018 - November 26, 2019
CHARLES SCHWAB & CO., INC.
June 20, 2017 - November 26, 2019
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
CREEKMUR ASSET MANAGEMENT, LLC
CRD#: 306903 / SEC#: 801-118002
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CREEKMUR ASSET MANAGEMENT, LLC
CRD#: 306903 / SEC#: 801-118002
Contact information
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,152 |
| AUM (Assets Under Management) | $ 561,787,874 |
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.
