Joyce Jakubowsky Oaks

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Cedar Falls, IA
• 03/2020 → 04/2025
  Ameriprise Financial Services, Llc
  Cedar Falls, IA
• 04/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 04/2025 → Present
  Joyce Oaks Wealth Management
  Cedar Falls, IA

Previous Registrations

• 2004-05-18 → 2025-04-25
  Ameriprise Financial Services, Llc
  Cedar Falls, IA
  Cedar Falls, IA
  Waterloo, IA

Other Businesses

1. Fixed insurance sales; as of 1/02/2025; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Joyce Oaks Wealth Management Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Cedar Falls, IA; as of 04/23/2025; 5% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2004-04-17

Designations

• Certified Financial Planner

Other Names

• Joyce Mary Jakubowsky
• Joyce Mary Mendenhall
• Joyce Mary Jakubowsky
• Joyce Mary Ankrum
• Joyce Oaks