Jennifer MakowskiCRD Number: 5560569
Current Firm: Strategic Advisers, Inc.
Jennifer Makowski (CRD# 5560569) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Pittsburgh, PA and has over 4 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|Fidelity Investments||Pittsburgh, PA||Sep 2011 - Current||5|
|Lpl Financial LLC||Boston, MA||Oct 2009 - Aug 2011||1|
|Bpu Investment Management, Inc.||Pittsburgh, PA||Mar 2008 - Oct 2009||1|
|Pnc Bank||Pittsburgh, PA||Jan 2005 - Mar 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV