Todd Jakubik is a CFP-designated registered investment advisor, based in Tinton Falls, NJ, with 25 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold.
Location
106 Apple St, Suite 204, Tinton Falls, NJ, 07724
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Todd is an agent/broker/vice-president at Total Financial Concepts, Inc. since 2003, where he handles investments, life insurance, and annuity sales, dedicating about a quarter of his time. Todd also owns a rental property, spending minimal time collecting rents.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
State Registrations23 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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