Best Investors Account Sign in

Jake Szulinski

Edward Jones

Wayne, PA

Claim This Profile
Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-07-30
PA RA APPROVED 2016-04-25
  • TX RA
    APPROVED_RES
    Since 2021-07-30
  • PA RA
    APPROVED
    Since 2016-04-25

Branch Locations

656 E Swedesford Rd Suite 250, Wayne, PA 19087 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Saint Louis MO 04/2016 Present
Previous Registrations
Other Businesses

(1) 12/16/2014: ALLEY CREEK ADVISORS, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 12/15/2014 - 100% OF TIME SPENT (2) 02/11/2015: VALLEY CREEK ADVISORS, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) VALLEY CREEK ADVISORS, LLC - START 12/15/2014 - 100% OF TIME SPENT - PROVIDE INVESTMENT ADVICE (3) 02/11/2015: PRIVATE ADVISOR GROUP - INV REL - - REGISTERED INVESTMENT ADVISOR: (HYBRID) PRIVATE ADVISOR GROUP - AT REPORTED BUSINESS LOCATION(S) - START 12/15/2014 - 100% OF TIME SPENT Picket Post STC Chesterbrook, PA Start date: 1/1/2024 Vice President Hours per week: 0 Hours during trading: 0 Follow the bylaws of the club to maintain and grow for a more successful future. Run board meetings and be secondary signed on checks needed to pay for vendors and services of the club.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-02-01
S63 Uniform Securities Agent State Law Examination 2010-12-31
  • S65 Uniform Investment Adviser Law Examination
    2011-02-01
  • S63 Uniform Securities Agent State Law Examination
    2010-12-31
Designations
Other Names
  • Jake A Szulinski
  • Jake Alexander Szulinski

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Wayne, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor