Richard Jakiel

Current Employers

Employment History

• 10/2015 → 04/2017
  Joe Ricci State Farm
  Cornelius, NC
• 04/2017 → 09/2017
  Job Seeking/Self Employed
  Huntersville, NC
• 09/2017 → 06/2018
  Guardian Life Insurance Co Of America
  Charlotte, NC
• 11/2017 → 06/2018
  Park Avenue Securities
  Charlotte, NC
• 07/2018 → 03/2020
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 07/2018 → 03/2020
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2020 → 07/2023
  Alphastar Capital Management, Llc
  Cornelius, NC
• 03/2020 → Present
  Advanced Wealth Strategies, Inc
  Charlotte, NC
• 07/2023 → Present
  Everstar Asset Management, Llc
  Mooresville, NC

Previous Registrations

• 2020-03-24 → 2023-07-24
  Alphastar Capital Management
  Charlotte, NC
  Cornelius, NC
  Charlotte, NC
• 2018-07-24 → 2020-03-24
  Cambridge Investment Research Advisors, Inc.
  Charlotte, NC
  Char, NC
• 2018-01-24 → 2018-07-31
  Park Avenue Securities Llc
  Charlotte, NC

Other Businesses

1. Advanced Wealth Strategies, Investment Related, Insurance Agent - Offers Insurance Products and Services 40% of his time per month as insurance agent. 2. Tennis Teaching Professional,providing private tennis instruction and development strategies. 06/01/2017, CHARLOTTE, NC 5 non bus hrs per week Not investment related 3. QUEEN CITY LEAGUE, CHARLOTTE, NC, 10/2019. CHAIRMAN OF THE BOARD, NETWORKING, COMMUNITY ENGAGEMENT, AND VOLUNTEERING. NIR-2/WK-0/TRADING. 4. KIWANIS UPTOWN, CHARLOTTE, NC, 10/2019. VP OF SPECIAL EVENTS, FACILITATING PROMOTION OF CHAPTERS SPECIAL EVENTS. NIR-2/MO-0/TRADING. 5. Franciscan Terrace HOA Board Member, Franciscan Terrace Homeowners Association, LTD 300 McGill Avenue, NW Suite 100 Concord, NC 28027 Board Member 2 hours per month Non investment Related

Exams

• S66 Uniform Combined State Law Examination
  2017-12-29

Other Names

• Richard Jakiel
• Richard Jakiel