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Current Employers
Simplyria Advisor Network

1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States

A Smarter Way To Invest

1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

1024 E. Grand River Ave Suite B, Brighton, MI 48116 • 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
OrganizationCityStateFromTo
Entry Point Advisor Network Brighton MI 08/2021 Present
Caitlin John, Llc Brighton MI 06/2022 Present
West Middle School / Salem High School / Milan High School Plymouth MI 09/2011 06/2021
Eastern Michigan University Ypsilanti MI 08/2021 08/2023
Self Employed - Lawn Care Plymouth MI 06/2021 08/2021
A Smarter Way To Invest, Inc. Brighton MI 02/2024 Present
  • 08/2021 → Present
    Entry Point Advisor Network
    Brighton, MI
  • 06/2022 → Present
    Caitlin John, Llc
    Brighton, MI
  • 09/2011 → 06/2021
    West Middle School / Salem High School / Milan High School
    Plymouth, MI
  • 08/2021 → 08/2023
    Eastern Michigan University
    Ypsilanti, MI
  • 06/2021 → 08/2021
    Self Employed - Lawn Care
    Plymouth, MI
  • 02/2024 → Present
    A Smarter Way To Invest, Inc.
    Brighton, MI
Other Businesses

Jacob Kasperski is an employee of the Entry Point Advisor Network. This business is not investment-related. The main office address is 1024 E. Grand River STE B, Brighton, MI 48116. This business is a one-stop service provider for insurance agents and investment advisors to which access is provided to products, tools, and support in insurance and financial services for supporting their business needs. Jacob is the Portfolio Manager. He started in this most recent position in January 2025. He devotes approximately 120hrs per month, all during securities trading hours, to this business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-07
  • S65 Uniform Investment Adviser Law Examination
    2022-05-07

View on SEC IAPD

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