JD
JD
Jeffrey Dziadziola is a registered investment advisor at Concentrated Risk Solutions INC., based in Frisco, TX, with 11 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
N/A
Firm Size
2 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Frisco, TX
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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.
Learn about disclosures →Employment History
Current Registrations
Concentrated Risk Solutions INC.
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
Capital Wealth Planning, LLC
March 2014 - July 2014 · 4 mos
State Registrations2 states
NYTX
Advisor
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.
Exams
No exam information available for this advisor.