Stefan Jakubowski

Gaithersburg, MD

Claim This Profile

Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2020-03-04

MD RA
APPROVED

Since 2020-03-04

Branch Locations

60 Market St Ste 207, Gaithersburg, MD 20878 • 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

Organization	City	State	From	To
Edward Jones	St. Louis	MO	12/2019	Present
Raising The Floor-International	Geneva		04/2019	09/2019
Unemployed	Gaithersburg	MD	07/2018	03/2019
Smithbucklin	Chicago	IL	08/2011	07/2018

12/2019 → Present

Edward Jones

St. Louis, MO
04/2019 → 09/2019

Raising The Floor-International

Geneva
07/2018 → 03/2019

Unemployed

Gaithersburg, MD
08/2011 → 07/2018

Smithbucklin

Chicago, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-03-03

S66 Uniform Combined State Law Examination

2020-03-03

Designations

Other Names

Stefan Hans Jakubowski

View on SEC IAPD

Other Firms

SHERMAN WEALTH MANAGEMENT LLC

PRIVATE CLIENT SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

PFS INVESTMENTS INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

CHARLES SCHWAB & CO., INC.

WELLS FARGO CLEARING SERVICES, LLC

PLANVEST FINANCIAL, INC.

Other Investors

BRADLEY L SHERMAN

Ashley Rose Perlmutter

MARGUERITA MARIA CHENG

ROBERT ALAN KARCZ

Other Offices

SHERMAN WEALTH MANAGEMENT LLC · GAITHERSBURG, MD

PRIVATE CLIENT SERVICES, LLC · Gaithersburg, MD

COMMONWEALTH FINANCIAL NETWORK · Gaithersburg, MD

PFS INVESTMENTS INC. · GAITHERSBURG, MD

TRANSAMERICA FINANCIAL ADVISORS, LLC · GAITHERSBURG, MD

CHARLES SCHWAB & CO., INC. · Gaithersburg, MD

WELLS FARGO CLEARING SERVICES, LLC · GAITHERSBURG, MD

PLANVEST FINANCIAL, INC. · GAITHERSBURG, MD

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