Mark Jutkowitz, financial advisor Gaithersburg MD
89 score

Mark Jutkowitz

CRD Number: 6193823
Current Firm: Commonwealth Financial Network

Mark Jutkowitz (CRD# 6193823) is an Investment Advisor Representative working at Commonwealth Financial Network in Gaithersburg, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jan 2015 - Current 1
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Dec 2014 < 1
Mcadam LLC Tyson Corner, VA Oct 2014 - Dec 2014 < 1
Ja Bentley & Co Chicago, IL Aug 2014 - Dec 2014 < 1
Mcadam Financial Group Tysons Corner, VA Aug 2013 - Oct 2014 1
Ing Financial Partners Des Moines, IA May 2013 - Oct 2014 1
University Of Maryland College Park, MD Aug 2009 - May 2013 3
Stone Street Capital Bethesda, MD Jun 2012 - Aug 2012 < 1
Madlax Mclean, VA May 2009 - Aug 2011 2
Thomas S. Wootton High School Rockville, MD Aug 2006 - May 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Mark A. Jutkowitz
Phone Number: 781-736-0700
Registered State(s):
  • DC
  • MD
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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