Christine JedrzejewskiCRD Number: 1307213
Current Firm: Capital Financial Services, Inc.
Christine Jedrzejewski (CRD# 1307213) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Waukesha, WI and has over 33 years of experience in the finance industry. Christine Jedrzejewski 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.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Capital Financial Services, Inc.||Madison, WI||Apr 1986 - Current||31|
|Charter Investment Services||Milwaukee, WI||Sep 1984 - Current||33|
|Mcsherry & Associates, LLC||Lake Geneva, WI||Feb 2005 - May 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1984|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
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:
- Customer Dispute
Total Assets Under Management142MILLIONS
Total Number of Accounts737ACCOUNTS
Average Account Value$192,622
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV