Robert Zajkowski

Employer firm

Upleft Asset Management CRD 298637

$54.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2026 → Present
  Upleft Llc D/B/A Upleft Asset Management
  Port Angeles, WA
• 01/2026 → Present
  Peninsula College
  Port Angeles, WA
• 11/2022 → 01/2025
  Research Innovations
  Alexandria, VA
• 03/2010 → 05/2022
  Defense Intelligence Agency
  Washington, DC
• 06/2022 → 10/2022
  Unemployed
  N/A, XX
• 02/2025 → 12/2025
  Unemployed
  N/A, XX

Other Businesses

1) Peninsula College; Not investment-related; 1502 E Lauridsen Blvd, Port Angeles, WA. 98362; College; Adjunct Instructor; 1/5/2026; 60 hours per month; 20 during trading hours; Instructor of a business course

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-07