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Alexander Joseph Jankowski

TIMELESS WEALTH
PHOENIXVILLE, PA
·CRD# 7852421·3 years experience

Professional Summary

Alexander Joseph Jankowski, who also goes by Alex Jankowski, is a registered financial advisor currently at TIMELESS WEALTH located in Phoenixville, Pennsylvania. Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Alexander has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Alex Jankowski

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

3 years in the financial services industry

Current & Past Employments

TIMELESS WEALTH·CRD# 339525
RIA
Phoenixville, PA
January 2, 2026 - Present
MILESTONE FINANCIAL ASSOCIATES, LLC·CRD# 336684
RIA
Macungie, PA
August 3, 2025 - December 11, 2025
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
BD
Macungie, PA
October 3, 2024 - August 6, 2025
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
RIA
Macungie, PA
February 2, 2024 - August 6, 2025

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Current Firm

TW
TIMELESS WEALTH

TIMELESS WEALTH | TIMELESS WEALTH, LLC

CRD#: 339525
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (1/2/2026 Approved)

Contact Information

Main Address

Phoenixville, PA

Phone Number

(484) 653-7126

# of Employees

1

Documents

Latest Form ADV
0

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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 name of the other business; Gormley CPA Services, LLC whether the business is investment-related; Not Investment Related the address of the other business; 1120 Kidron Court Downingtown, PA 19335 the nature of the other business; Tax Services your position; title, or relationship with the other business; Tax Preparer the start date of your relationship; 12-08-2025 the approximate number of hours/month you devote to the other business; Seasonal 156 hours a month or 90% of time the number of hours you devote to the other business during securities trading hours; Seasonal January to April. 156 hours a month or 90% of time briefly describe your duties relating to the other business; Tax Preparer, gathering documentation, communication to clients, individual and business tax prep. the name of the other business; Phoenixville Community Health Foundation whether the business is investment-related Not investment related the address of the other business; 821 Gay Street, Phoenixville, PA 19460 the nature of the other business; PCHF is a Private Foundation that works with and donates money to local nonprofits in the Greater Phoenixville area your position; title, or relationship with the other business; Treasurer the start date of your relationship; 7/1/2025 the approximate number of hours/month you devote to the other business; 3 hours or 1.8% a month the number of hours you devote to the other business during securities trading hours; 3 hours or 1.8% a month briefly describe your duties relating to the other business; review the Foundation's budgets (grant and operating) and financial statements produced by the Director of Finance; review grantee applications as well as their financial statements; attend Board meetings

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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.
IAR
Pennsylvania
(1/2/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2024About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2023About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Oct 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2024About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Alexander Joseph Jankowski's CRS (Customer Relationship Summary).

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