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DJ

Derek C. Jaskulski

PORTLAND GLOBAL ADVISORS
PORTLAND, ME 04101
Some features on this profile are disabled
CRD#: 833250
DJ

Professional summary

Derek Cichon Jaskulski is a registered financial advisor currently at PORTLAND GLOBAL ADVISORS LLC located in Portland, Maine.

Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Derek has worked at 1 firm and has passed the Series 65, Series 63 and Series 2 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Cichon Jaskulski'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

April 24, 2006 - Present

PORTLAND GLOBAL ADVISORS LLC

Office #1: 217 Commercial St Suite 400, Portland, ME 04101
RIA
CRD#: 109127
PORTLAND, ME

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".
PG
PORTLAND GLOBAL ADVISORS LLC
PORTLAND GLOBAL ADVISORS LLC

CRD#: 109127 / SEC#: 801-54256

RIA
Registered Investment Advisory firm - (4/11/1997 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
Maine
(4/24/2006)
IAR
Texas
(5/28/2013)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/11/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/18/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 2
Date: 6/18/1996
Non-Member General Securities Examination

Current Firm

PG
PORTLAND GLOBAL ADVISORS LLC
PORTLAND GLOBAL ADVISORS LLC

CRD#: 109127 / SEC#: 801-54256

RIA
Registered Investment Advisory firm - (4/11/1997 Approved)
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Contact information

Main Address
217 Commercial St Suite 400, Portland, ME 04101
Mailing Address
Phone number
(207) 773-2773
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (PART 2A OF FORM ADV) (6/25/2025)

Regulatory assets under management

Total Number of Accounts894
AUM (Assets Under Management)$ 1,006,240,328

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

PORTLAND GLOBAL ADVISORS LLC

CRD#: 109127Portland, ME 04101

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