Edward Jonathan Sokolowski

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2002 → 10/2025
  Commonwealth Financial Network
  Waltham, MA
• 10/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Ludlow, MA
• 10/2025 → Present
  Raymond James Financial Services, Inc.
  Ludlow, MA

Previous Registrations

• 1999-09-02 → 2025-10-03
  Commonwealth Financial Network
  Chicopee, MA
  Ludlow, MA
  Ludlow, MA
  East Longmeadow, MA
  Belchertown, MA
  Wilbraham, MA
  West Springfield, MA

Other Businesses

(1)Name of Business: PV Financial Group, inc. Address: 535 East St, Ludlow, MA, 01056-3059, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Officer - President, Officer - Secretary Investment Related: No Start Date: 04/01/2002 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Run the day to day management of the company and have face to face interaction with clients in regards to their financial planning needs. (2)Name of Business: PV Financial Group/Community Financial Services Address: 535 East St, Ludlow, MA, 01056-3059, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/01/2002 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sell and service fixed insurance with outside carriers such as life insurance (term/universal/whole), disability insurance, long-term care, fixed annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-02
• S63 Uniform Securities Agent State Law Examination
  1992-03-13

Other Names

• Edward J Sokolowski
• Ed Sokolowski