Yaakov Jankelovits, financial advisor Bronx NY
81 score

Yaakov Jankelovits

CRD Number: 5439808
Current Firm: Hsbc Securities (usa) Inc.

Yaakov Jankelovits (CRD# 5439808) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Bronx, NY and has over 5 years of experience in the finance industry.

Similar Advisors
John Bartlett, financial advisor Bronx NY
John J. Bartlett
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
Similar Advisors
Danna Jacobs, financial advisor Bronx NY
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
Similar Advisors
Nat Prentice, financial advisor Bronx NY
Nat Prentice
CRD# 832532
Altium Wealth Management LLC
Score
107
Company Name Location Dates Years
Hsbc Securities (usa) Inc. Bronx, NY May 2015 - Current 1
Santander Securities LLC Guaynabo, PR May 2014 - May 2015 1
Santander Bank Na Brooklyn, NY May 2014 - May 2015 1
Oppenheimer & Company Inc. New York, NY Apr 2013 - May 2014 1
Innovative Brokers Inc. Brooklyn, NY Nov 2012 - Apr 2013 < 1
Merrill Lynch New York, NY Dec 2011 - Nov 2012 < 1
Rnr Securities, LLC East Meadow, NY Jul 2010 - Dec 2011 1
Pension Trust Solutions New York, NY Nov 2009 - Jul 2010 < 1
Pension Trust Solutions New York, NY Nov 2009 - Jul 2010 < 1
Innovative Brokers Brooklyn, NY Nov 2008 - Oct 2009 < 1
Innovative Brokers Brooklyn, NY Nov 2008 - Oct 2009 < 1
Metropolitian Life Insurance Company Staten Island, NY Oct 2007 - Oct 2008 1
Metlife Securities Inc. Staten Island, NY Oct 2007 - Oct 2008 1
Metlife Securities Inc. Staten Island, NY Oct 2007 - Oct 2008 1
Metropolitian Life Insurance Company Staten Island, NY Oct 2007 - Oct 2008 1
Waterbury Yeshiva Waterbury, CT Sep 2006 - Sep 2007 1
Waterbury Yeshiva Waterbury, CT Sep 2006 - Sep 2007 1
Lev Aryeh Yeshiva Israel, Sep 2003 - Sep 2006 3
Lev Aryeh Yeshiva Israel, Sep 2003 - Sep 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2011
S65 NASAA Investment Advisors Law Examination Apr 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Yaakov Jankelovits
Phone Number: 212-525-2879
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    2,985
    MILLIONS
  • Total Number of Accounts
    12,340
    ACCOUNTS
  • Average Account Value
    $241,893
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
81

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.