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Jacob Wolkowitz

Accredited Investors Wealth Management

Edina, MN

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Current Employers
Accredited Investors Wealth Management

5200 West 73Rd Street, Edina, MN 55439-2204 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2014-01-30
TX RA APPROVED_RES 2012-08-22
  • MN RA
    APPROVED
    Since 2014-01-30
  • TX RA
    APPROVED_RES
    Since 2012-08-22

Branch Locations

5200 West 73Rd Street, Edina, MN 55439-2204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Accredited Investors Inc. Edina MN 05/2011 Present
  • 05/2011 → Present
    Accredited Investors Inc.
    Edina, MN
Designations

View on SEC IAPD

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Other Investors

ANDREW JAMES TUFFORD
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CHARLES ROBERT COOPER
LEO CHRISTOPHER ARMS
JOSEPH ROBERT DOLAN
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

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