Jesse Poznikowich (CRD# 7458544) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 2 years of experience in the finance industry.
CRD# 2769592
Aberle Investment Management LLC
CRD# 4327629
Srs Capital Advisors, Inc.
CRD# 3169018
Elevate Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aspen Grove Capital, LLC | Avon, CO | May 2021 - Current | 2 |
| Vail Resorts | Avon, CO | Dec 2020 - Apr 2021 | < 1 |
| Antlers At Vail | Vail, CO | Dec 2020 - Apr 2021 | < 1 |
| Unemployed | Avon, CO | Oct 2020 - Nov 2020 | < 1 |
| Red Sky Ranch Golf Club | Wolcott, CO | Jul 2020 - Sep 2020 | < 1 |
| Unemployed | Avon, CO | May 2020 - Jun 2020 | < 1 |
| Vail Resorts | Avon, CO | Dec 2019 - Apr 2020 | < 1 |
| Unemployed | Avon, CO | Oct 2019 - Nov 2019 | < 1 |
| Creganna Medical | Plymouth, MN | May 2015 - Sep 2019 | 4 |
| The University Of Iowa | Iowa City, IA | Aug 2011 - May 2015 | 3 |
| Creganna Medical | Plymouth, MN | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- CO
-
Total Assets Under Management5,240MILLIONS
-
Total Number of Accounts2,618ACCOUNTS
-
Average Account Value$2,001,343
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, CO, FL
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