Matthew Benjamin Jaskolka
Professional Summary
Matthew Benjamin Jaskolka, who also goes by Matt Benjamin Jaskolka, Matt Jaskolka, is a registered financial advisor currently at JASKOLKA FINANCIAL located in Virginia Beach, Virginia. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Matthew has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matt Benjamin Jaskolka, Matt Jaskolka
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
6 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
JASKOLKA FINANCIAL | SIMPLIFIED WEALTH PLANNING LLC
Contact Information
Main Address
Virginia Beach, VAMailing Address
4445 Corporation Lane Suite 260, Virginia Beach, VA 23462Phone Number
(814) 688-2342# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
51AUM (Assets Under Management)
$14,693,222Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(4/19/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2020About the Series 6TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Benjamin Jaskolka's CRS (Customer Relationship Summary).
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