Alan Jotkoff (CRD# 1601180) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in West Melbourne, FL and has over 35 years of experience in the finance industry. Alan Jotkoff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6980780
Fidelity Personal And Workplace Advisors
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 1076829
Securities Research, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Hybrid Solutions | Norcross, GA | Apr 2022 - Current | 2 |
| Triad Advisors, Inc. | W Melbourne, FL | Oct 2006 - Current | 17 |
| Jotkoff & Associates Cpa, Pa | W Melbourne, FL | Oct 1982 - Current | 41 |
| Jotkoff Financial Services, Inc. | West Melbourne/fernandina Beach/cooper City, FL | Oct 1982 - Current | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1989 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
- CA
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Total Assets Under Management4,939MILLIONS
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Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
- 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)
- Educational seminars/workshops
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, WY
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