Daniel Thomas Jankelunas

Employer firm

Client First Financial Advisors, LLC CRD 141995

$6.33M regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

Current Employers

Client First Financial Advisors, Llc

Coral Springs, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2005-01-04

FL RA
APPROVED

Since 2005-01-04

Branch Locations

Coral Springs, FL • 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

Organization	City	State	From	To
Spectrum Beneficial Services Inc	Coral Springs	FL	12/1993	Present
Client First Financial Advisors Llc	Coral Springs	FL	10/2004	Present

12/1993 → Present

Spectrum Beneficial Services Inc

Coral Springs, FL
10/2004 → Present

Client First Financial Advisors Llc

Coral Springs, FL

Previous Registrations

1997-11-06 → 2005-04-14

Personal Financial Profiles Inc

Coral Springs, FL

Other Businesses

SPECTRUM BENEFICIAL SERVICES; INSURANCE AGENCY, BUSINESS CONSULTING-SALES AND ADMINISTRATION-35% OF TIME AND 30% OF INCOME FROM THIS BUSINESS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-08-16
S63	Uniform Securities Agent State Law Examination	1994-05-03

S65 Uniform Investment Adviser Law Examination

1994-08-16
S63 Uniform Securities Agent State Law Examination

1994-05-03

Designations

Certified Financial Planner

View on SEC IAPD