Robert JesenikCRD Number: 5331944
Current Firm: Aequitas Investment Management, LLC
Robert Jesenik (CRD# 5331944) is an Investment Advisor Representative working at Aequitas Investment Management, LLC in Lake Oswego, OR and has over 9 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Aequitas Investment Management, LLC||Lake Oswego, OR||Oct 2006 - Current||10|
|Aequitas Capital Management, Inc.||Lake Oswego, OR||May 1993 - Current||23|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2007|
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:
- Civil Judgement
Total Assets Under Management300MILLIONS
Total Number of Accounts8ACCOUNTS
Average Account Value$37,438,852
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
DE, NC, NV, OR, TX, WA
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