MJ

Matthew B. Jaskolka

JASKOLKA FINANCIAL
VIRGINIA BEACH, VA
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CRD#: 7204031
MJ

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.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Matt Benjamin Jaskolka | Matt Jaskolka

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Matthew Benjamin Jaskolka'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®
None

Experience


Current

April 19, 2025 - Present

JASKOLKA FINANCIAL

RIA
CRD#: 335711
VIRGINIA BEACH, VA
Past

February 15, 2024 - April 4, 2025

OPPENHEIMER & CO. INC.

BD
CRD#: 249
VIRGINIA BEACH, VA
Past

January 10, 2024 - April 4, 2025

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
VIRGINIA BEACH, VA
Past

January 12, 2022 - January 8, 2024

CARLSON FINANCIAL

RIA
CRD#: 295907
VIRGINIA BEACH, VA
Past

September 24, 2021 - December 31, 2021

CARLSON FINANCIAL

RIA
CRD#: 295907
Virginia Beach, VA
Past

June 29, 2020 - June 11, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Harrisonburg, VA

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
Virginia
(4/19/2025)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/15/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/29/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam

Current Firm


JF
JASKOLKA FINANCIAL
JASKOLKA FINANCIAL | SIMPLIFIED WEALTH PLANNING LLC

CRD#: 335711 / SEC#:

Virginia
Registered Investment Advisory firm - (4/19/2025 Approved)
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Contact information


Main Address
Virginia Beach, VA
Mailing Address
4445 Corporation Lane Suite 260, Virginia Beach, VA 23462
Phone number
(814) 688-2342
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts51
AUM (Assets Under Management)$ 14,693,222

Red Flags


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Company Information


JASKOLKA FINANCIAL

CRD#: 335711Virginia Beach, VA

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