Donald Jankowski
Donald Jankowski is a CFP-designated registered investment advisor at Allstate Financial Advisors, LLC, based in Venice, FL, with 35 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
417 Commercial Ct Ste A, Venice, FL, 34293-1655
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2005Other Business Activities
Donald is involved in real estate marketing as an owner since 2020, dedicating about 10-20% of his time. He also spends minimal time on securities trading.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Southtrust Securities, LLCBroker
Suntrust Securities, INC.Broker
Laughlin Group Advisors, INC.Broker
Jmc Financial CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Dean Witter Reynolds INC.Broker
F.N. Wolf & CO., INC.Broker
Sherwood Capital, INC.Broker
First Jersey Securities, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.