Jake BabiukCRD Number: 6692829
Current Firm: Sva Wealth Management, LLC
Jake Babiuk (CRD# 6692829) is an Investment Advisor Representative working at Sva Wealth Management, LLC in Madison, WI and has 1 year of experience in the finance industry.
Mckinley Money, LLC
Ameriprise Financial Services, LLC
Cuna Brokerage Services, Inc.
|Securities America Advisors||Fitchburg, WI||Sep 2019 - Dec 2019||< 1|
|Securities America, Inc.||Fitchburg, WI||May 2019 - Dec 2019||< 1|
|Uw-whitewater||Whitewater, WI||Jan 2016 - May 2019||3|
|University Of Wisconsin-whitewater||Whitewater, WI||May 2015 - May 2019||4|
|Deer Valley Golf||Barneveld, WI||Apr 2015 - May 2019||4|
|Mount Horeb Area School District||Mount Horeb, WI||May 2009 - May 2015||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management2,773MILLIONS
Total Number of Accounts5,156ACCOUNTS
Average Account Value$537,804
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, FL, GA, IA, ID, IL, IN, KS, LA, MA, MI, MN, MO, NC, NH, NM, NY, OH, PA, TX, VA, WA, WI
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