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JD

Jackie Dierickx

TOTAL FINANCIAL MANAGEMENT
POLAND, OH 44514
CRD#: 8200617
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JD
Jackie DierickxTOTAL FINANCIAL MANAGEMENT

Professional summary

Jackie Dierickx, who also goes by Jackie Julian, Jackie Russell, is a registered financial advisor currently at TOTAL FINANCIAL MANAGEMENT, LLC located in Poland, Ohio.

Jackie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jackie has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jackie Julian | Jackie Russell

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 Jackie Dierickx'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

January 7, 2026 - Present

TOTAL FINANCIAL MANAGEMENT, LLC

Office #1: 207 South Main Street, Poland, OH 44514
RIA
CRD#: 287489
POLAND, OH

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
Ohio
(1/7/2026)
IAR
Pennsylvania
(1/7/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/4/2025
Uniform Investment Adviser Law Examination

Current Firm

TF
TOTAL FINANCIAL MANAGEMENT, LLC
TOTAL FINANCIAL MANAGEMENT, LLC

CRD#: 287489 / SEC#:

Ohio
Registered Investment Advisory firm - (6/22/2018 Approved)
Pennsylvania
Registered Investment Advisory firm - (4/11/2017 Approved)
Texas
Registered Investment Advisory firm - (3/22/2022 Conditional Restricted)
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Contact information

Main Address
207 South Main Street, Poland, OH 44514
Mailing Address
Phone number
(330) 707-1919
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts265
AUM (Assets Under Management)$ 71,525,338

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

TOTAL FINANCIAL MANAGEMENT, LLC

CRD#: 287489Poland, OH 44514

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