Ryan Jakubek is a CFP-designated registered investment advisor, based in Wheaton, IL, with 15 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
120 E. Liberty Drive, Suite 400, Wheaton, IL, 60187
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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
First Trust Portfolios L.P.Broker
February 2022 - Present · 4 yrs 8 mos
First Trust Advisors LP
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Blackrock Investment Management, LLC
December 2017 - November 2020 · 2 yrs 11 mos
Blackrock Investments, LLCBroker
December 2017 - November 2020 · 2 yrs 11 mos
Guggenheim Funds Distributors, LLCBroker
October 2013 - December 2017 · 4 yrs 2 mos
J.P. Morgan Securities LLCBroker
October 2012 - October 2013 · 1 yr
Chase Investment Services CORP.Broker
March 2010 - October 2012 · 2 yrs 7 mos
New England SecuritiesBroker
October 2009 - February 2010 · 4 mos
State Registrations1 state
IL
AdvisorBrokerBoth
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.
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