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Derek Cichon Jaskulski

Portland Global Advisors LLC

Portland, ME

CRD 833250

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Employer firm

Portland Global Advisors LLC CRD 109127

$1.17B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • ADVISE ON RETENTION OF INV ADVISERS; FAMILY OFFICE AND MISSION & IMPACT SERVICES ARE COMPONENTS OF ADVISORY SERVICES

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

Current Employers
Portland Global Advisors Llc

217 Commercial St Suite 400, Portland, ME 04101 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-05-28
ME RA APPROVED 2006-04-24
  • TX RA
    APPROVED_RES
    Since 2013-05-28
  • ME RA
    APPROVED
    Since 2006-04-24

Branch Locations

217 Commercial St Suite 400, Portland, ME 04101 • 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
Portland Global Advisors Portland ME 01/1995 06/2024
Portland Global Advisors Portland ME 07/2024 Present
  • 01/1995 → 06/2024
    Portland Global Advisors
    Portland, ME
  • 07/2024 → Present
    Portland Global Advisors
    Portland, ME
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-11
S63 Uniform Securities Agent State Law Examination 1996-06-18
  • S65 Uniform Investment Adviser Law Examination
    2006-04-11
  • S63 Uniform Securities Agent State Law Examination
    1996-06-18

View on SEC IAPD

Nearby Firms

PORTLAND FINANCIAL PLANNING GROUP
J.P. MORGAN SECURITIES LLC
GREAT DIAMOND PARTNERS, LLC

Nearby Investors

BRIAN LUTHER DIETZ
William Emmet
JOHN MARSHALL PIPER

Nearby Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME

More in Portland, ME

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