Matthew B. Jaskolka

JASKOLKA FINANCIAL

VIRGINIA BEACH, VA

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CRD#: 7204031

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.

1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS 2. DRIVER, DOOR DASH, N/A, NOT APPLICABLE, , VIRGINIA, 22801, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 10/19/2020, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, DOOR DASH DRIVER. PICK UP FOOD ORDERS THAT WERE PLACED ONLINE AT LOCAL RESTAURANTS AND FOOD CHAINS AND DELIVER THEM.

Blog Corner

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.

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

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)

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

State Security Law Exam

Series 63

Date: 3/19/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/24/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/15/2024

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 6/29/2020

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 1/29/2020

Securities Industry Essentials Examination

Current Firm

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

Documents

Latest Form ADV

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.

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Advisor Monitoring

Firm Stability Insights

Matthew B. Jaskolka

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Benjamin Jaskolka's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

CARLSON FINANCIAL

CARLSON FINANCIAL

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/19/2024

Series 65

Date: 9/24/2021

Series 7TO

Date: 2/15/2024

Series 6TO

Date: 6/29/2020

SIE

Date: 1/29/2020

Current Firm

JASKOLKA FINANCIAL

Contact information

Documents

Red Flags

Company Information

JASKOLKA FINANCIAL

TRUST BUT VERIFY

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