Margaret Jakubowski
Margaret Jakubowski is a registered investment advisor at Cetera Investment Advisers LLC, based in Avon, CT, with 6 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10 Avon Meadow Ln Ste 1, Avon, CT, 06001-3737
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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
Margaret sells fixed insurance products, including life, health, disability, annuities, and long-term care, with various companies since 2019. She is also a part owner and member of Robert Hensley & Associates, LLC, an insurance business, since 2005, dedicating about a quarter of her time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations5 states
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