Jackson Paulishak
Jackson Paulishak is a registered investment advisor at Innovation Partners LLC, based in Frederick, MD, with 31 years of industry experience. Jackson is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more. Their firm serves 26 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Innovation Partners LLC offers managed account programs where clients pay a fee for portfolio management services. The fees are a percentage of the assets managed, with a maximum annual fee of 3%, which is negotiable. The fees are calculated and deducted from the client's account by the custodian, either quarterly or monthly. Clients may also incur transaction and miscellaneous charges.
Location
10 N. Jefferson St., Suite 406, Frederick, MD, 21701
Get directionsHistory
Regulatory History (3)
Judgment / Lien
January 2025Employment Separation After Allegations
February 2006Customer Dispute
August 2000Other Business ActivitiesSells Insurance
Jackson operates Liberator Wealth Management, LLC as a sole proprietor and insurance agent since 2006, and is a Registered Representative with Purshe Kaplan Sterling Investments since 2021. He also runs his advisory business through Empirikal Investment Partners, dedicating full-time hours to this activity.
Employment History
Current Registrations
Innovation Partners LLC
Innovation Partners LLCBroker
Empirikal Partners LLC
Previous Registrations
Sapphire Blue Investment Partners
Sapphire Blue Investment Partners
Purshe Kaplan Sterling InvestmentsBroker
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations9 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.
Exams
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