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JB

Jachym Bezouska

INFINITY TAX & FINANCIAL PLANNING
HUNTSVILLE, AL 35801
Some features on this profile are disabled
CRD#: 7744572
JB

Professional summary

Jachym Bezouska is a registered financial advisor currently at INFINITY TAX & FINANCIAL PLANNING located in Huntsville, Alabama.

Jachym is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jachym has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
- Fixed Annuity and Insurance Sales - Infinity Largo LLC, 200 Clinton Ave Suite 701 Huntsville, AL 35801 - Start: 07/07/2023 - 10 hours/month - 10 hours/month - Selling insurance policies for our clients. Life & Health and Annuity. - Tax Preparer - Infinity Tax & Financial Planning - 10 hours per week - Rental Property - Owns 1 rental property - 2 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jachym Bezouska'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

December 5, 2024 - Present

INFINITY TAX & FINANCIAL PLANNING

Office #1: 200 Clinton Ave West Suite 701, Huntsville, AL 35801
RIA
CRD#: 332590
HUNTSVILLE, AL
Past

October 11, 2024 - November 10, 2024

OSAIC WEALTH, INC.

BD
CRD#: 23131
Huntsville, AL
Past

February 12, 2024 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
Huntsville, AL

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
Alabama
(12/5/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/31/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/12/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/6/2023
Securities Industry Essentials Examination

Current Firm

IT
INFINITY TAX & FINANCIAL PLANNING
INFINITY INVESTMENT ADVISORS LLC | INFINITY TAX & FINANCIAL PLANNING

CRD#: 332590 / SEC#:

Alabama
Registered Investment Advisory firm - (11/12/2024 Approved)
Florida
Registered Investment Advisory firm - (12/6/2024 Approved)
Georgia
Registered Investment Advisory firm - (12/9/2024 Approved)
Texas
Registered Investment Advisory firm - (9/11/2024 Conditional Restricted)
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Contact information

Main Address
200 Clinton Ave West Suite 701, Huntsville, AL 35801
Mailing Address
Phone number
(256) 527-4214
Established
Firm type
Fiscal year end
# of Employees
8

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts197
AUM (Assets Under Management)$ 31,098,201

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

INFINITY TAX & FINANCIAL PLANNING

CRD#: 332590Huntsville, AL 35801

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