Richard Jakiel (CRD# 6863595) is an Investment Advisor Representative working at Everstar Asset Management, LLC in Cornelius, NC and has over 6 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Everstar Asset Management, LLC | Mooresville, NC | Jul 2023 - Current | < 1 |
| Advanced Wealth Strategies, Inc. | Charlotte, NC | Mar 2020 - Current | 4 |
| Alphastar Capital Management, LLC | Cornelius, NC | Mar 2020 - Jul 2023 | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jul 2018 - Mar 2020 | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jul 2018 - Mar 2020 | 1 |
| Park Avenue Securities | Charlotte, NC | Nov 2017 - Jun 2018 | < 1 |
| Guardian Life Insurance Co Of America | Charlotte, NC | Sep 2017 - Jun 2018 | < 1 |
| Job Seeking/self Employed | Huntersville, NC | Apr 2017 - Sep 2017 | < 1 |
| Joe Ricci State Farm | Cornelius, NC | Oct 2015 - Apr 2017 | 1 |
| Charlotte Racquet Club North | Charlotte, NC | Sep 2014 - Oct 2015 | 1 |
| Edgartown Yacht Club | Edgartown, MA | Jun 2014 - Sep 2014 | < 1 |
| Rocky Hill Tennis And Fitness Center | Rocky Hill, CT | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- NC
-
Total Assets Under Management131MILLIONS
-
Total Number of Accounts700ACCOUNTS
-
Average Account Value$187,765
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, CO, FL, IA, IL, NC, OH, PA, SC, TX, VA
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