Marta Jankowski (CRD# 5143126) is an Investment Advisor Representative working at Advice And Planning Services in Roseland, NJ and has over 15 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5241462
Ubs Financial Services Inc.
CRD# 5414137
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Roseland, NJ | Nov 2018 - Current | 5 |
| Tiaa-cref Individual & Institutional Services, LLC | Roseland, NJ | Nov 2018 - Current | 5 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Oct 2018 | < 1 |
| Fidelity Brokerage Services LLC | Millburn, NJ | Aug 2016 - Oct 2018 | 2 |
| Strategic Advisers LLC | Millburn, NJ | Aug 2016 - Jul 2018 | 1 |
| Hightower Securities, LLC | New York, NY | May 2015 - Jul 2016 | 1 |
| Hightower Advisors, LLC | New York, NY | May 2015 - Jul 2016 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park, NJ | Jan 2007 - May 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- NJ
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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