Richard Jakotowicz (CRD# 4244055) is an Investment Advisor Representative working at Benchmark Financial, LLC in Greenville, DE and has over 16 years of experience in the finance industry. Richard Jakotowicz 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# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
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 CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Benchmark Financial, LLC | Wilmington, DE | May 2018 - Current | 5 |
| University Of Delaware | Newark, DE | Aug 2008 - Current | 15 |
| Tfg Wealth Management, LLC | Newtown, PA | Jul 2016 - May 2018 | 1 |
| Centaurus Financial Inc. | Anaheim, CA | Feb 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
| S63 | Uniform Securities State Law Examination | Feb 2014 |
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Total Assets Under Management74MILLIONS
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Total Number of Accounts250ACCOUNTS
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Average Account Value$294,024
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
DE, PA, TX
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