Kyle Robert Cho Jablonski

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 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:

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

Current Employers

Employment History

• 10/2021 → Present
  The Vermont Agency
  Colchester, VT
• 01/2018 → 10/2021
  National Life
  Montpelier, VT
• 03/2014 → 01/2018
  Bankers Life And Casualty Company
  Williston, VT
• 12/2022 → Present
  Equity Services, Inc.
  Montpelier, VT

Other Businesses

*THE VERMONT AGENCY. 354 MOUNTAIN VIEW DR SUITE 200 COLCHESTER VT. INV REL. OCT 2021. DBA FOR SALES AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS. *CLIENT CENTERED FINANCIAL. 100 DORSET ST, SUITE 14, SOUTH BURLINGTON VT. INV REL. SEPT 2023. SALES AGENT, SOLICITING NEW AND SERVICING CLIENTS FIXED ACCOUNTS. DURING TRADE HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-12
• S63 Uniform Securities Agent State Law Examination
  2023-01-30

Other Names

• Kyle Jablonski