Miguel Antonio Dajer-Rodriguez

Employer firm

Precision Financial Services CRD 147872

$436M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 10/2014 → 10/2016
  Kpmg Llp
  New York, NY
• 10/2016 → 05/2017
  Kpmg Llp
  Short Hills, NJ
• 05/2017 → 12/2017
  Self-Employed
  Succasunna, NJ
• 01/2018 → Present
  Apex Bookkeeping Llc
  Hopatcong, NJ
• 01/2023 → Present
  Pfs Partners
  Mine Hill, NJ

Other Businesses

Name of other business: Apex Bookkeeping LLC; Is business Investment related: No; Address of other business: Hopatcong, NJ; Nature of other business: Bookkeeping; Your position: Owner; Start date of relationship: 2018; Approx. # of hours /month devote to other business: 30; Number of hours devoted to other business during securities trading hours: 0.

Designations

• Certified Financial Planner