David Timothy Jeziorowski
Professional Summary
David Timothy Jeziorowski is a registered financial advisor currently at CARLETON MCKENNA ADVISORS, LLC located in Cleveland, Ohio. David is registered as a RR (Registered Representative) and started their career in finance in 2025. David has worked at 1 firm and has passed the Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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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
3 years in the financial services industry
Current & Past Employments
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Current Firm
CARLETON MCKENNA ADVISORS, LLC
Contact Information
Main Address
600 Superior Avenue, Suite 2510, Cleveland, OH 44114Mailing Address
600 Superior Avenue, Suite 2510, Cleveland, OH 44114Phone Number
(216) 523-1962Established
Ohio since 05/31/2011Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (5 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Apr 2025About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view David Timothy Jeziorowski's CRS (Customer Relationship Summary).
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