JK
JK

Jacob Kasperski

3 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$112.2M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

1024 E. Grand River Ave, Suite B, Brighton, MI, 48116

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History

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.

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Other Business ActivitiesSells Insurance

Jacob is a Portfolio Manager at Entry Point Advisor Network, a service provider for insurance agents and investment advisors. He dedicates nearly full-time hours to this role, all during securities trading hours.

Employment History
Current Registrations
A Smarter Way to Invest, INC.
February 2024 - Present · 2 yrs
Caitlin John, LLC
June 2022 - Present · 3 yrs 8 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Jacob Kasperski - Financial Advisor | TrueAdvisor