Jak Cukaj is a CFP, ChFC-designated registered investment advisor, based in Valhalla, NY, with 33 years of industry experience.
Location
200 Summit Lake Drive, Suite 360, Valhalla, NY, 10595
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jak is involved with NSJC LLC, a rental real estate business, since 2022. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2025 - Present · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
January 2015 - May 2025 · 10 yrs 4 mos
Ameriprise Financial Services, INC.
July 2008 - December 2009 · 1 yr 5 mos
Ameriprise Financial Services, LLCBroker
January 1993 - May 2025 · 32 yrs 4 mos
Ids Life Insurance CompanyBroker
January 1993 - July 2006 · 13 yrs 6 mos
State Registrations30 states
ALAZCACOCTDCFLHIILINMAMDMEMIMNNCNHNJNYOHORPARISCTNTXVAVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.