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JK

Jackson P. Kubaszyk

ROSSBY FINANCIAL
Nashville, TN
Some features on this profile are disabled
CRD#: 7452307
JK
Jackson P KubaszykROSSBY FINANCIAL

Professional summary

Jackson P Kubaszyk, who also goes by Jackson Patrick Kubaszyk, Jackson Kubaszyk, is a registered financial advisor currently at ROSSBY FINANCIAL, LLC located in Nashville, Tennessee.

Jackson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jackson has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Jackson Patrick Kubaszyk | Jackson Kubaszyk

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackson P Kubaszyk's CRS (Customer Relationship Summary).
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

July 6, 2026 - Present

ROSSBY FINANCIAL, LLC

RIA
CRD#: 324631
Nashville, TN
Past

April 15, 2022 - April 1, 2026

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
BLOOMINGTON, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RF
ROSSBY FINANCIAL, LLC
EVIE FINANCIAL | TRUCESS | TOLER FINANCIAL GROUP | THE ALAN R JOYCE COMPANY LLC | ROSSBY WEALTH, LLC | ROSSBY FINANCIAL, LLC | REYMAR WEALTH MANAGEMENT | RED OAK ADVISORS | RANDOLPH MARTIN RETIREMENT GROUP | OLEADA FINANCIAL | MARSICO WEALTH MANAGEMENT, LLC | LIFE STRATEGIES FINANCIAL PARTNERS

CRD#: 324631 / SEC#: 801-127370

RIA
Registered Investment Advisory firm - (2/24/2023 Approved)

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
Indiana
(7/6/2026)
IAR
Tennessee
(7/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/21/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/9/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 4/15/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/8/2022
Securities Industry Essentials Examination

Current Firm

RF
ROSSBY FINANCIAL, LLC
EVIE FINANCIAL | TRUCESS | TOLER FINANCIAL GROUP | THE ALAN R JOYCE COMPANY LLC | ROSSBY WEALTH, LLC | ROSSBY FINANCIAL, LLC | REYMAR WEALTH MANAGEMENT | RED OAK ADVISORS | RANDOLPH MARTIN RETIREMENT GROUP | OLEADA FINANCIAL | MARSICO WEALTH MANAGEMENT, LLC | LIFE STRATEGIES FINANCIAL PARTNERS

CRD#: 324631 / SEC#: 801-127370

RIA
Registered Investment Advisory firm - (2/24/2023 Approved)
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Contact information

Main Address
2412 Irwin Street, Melbourne, FL 32901
Mailing Address
Phone number
(321) 209-0111
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ROSSBY WRAP BROCHURE 2025 (3/4/2025)
ROSSBY ADV PART 2A BROCHURE (3/4/2025)

Regulatory assets under management

Total Number of Accounts804
AUM (Assets Under Management)$ 358,627,117

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.

Company Information

ROSSBY FINANCIAL, LLC

CRD#: 324631Nashville, TN

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