Jake Belski is a registered investment advisor, based in Lake Oswego, OR, with 6 years of industry experience.
Location
Lake Oswego, OR
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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
July 2021 - Present · 4 yrs 10 mos
First Trust Advisors LP
July 2021 - Present · 4 yrs 10 mos
First Trust Portfolios L.P.
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2019 - July 2021 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2019 - July 2021 · 2 yrs
State Registrations3 states
ILORWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.