Unclaimed Profile

Paul Jakubowski

VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC·OAKLAND, California

VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC

1611 TELEGRAPH AVE., SUITE 1100, OAKLAND, CA 94612CRD# 7365183Firm CRD# 285366

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Jakubowski · OAKLAND, CA

Registration

CRD #7365183 · VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Paul Jakubowski is a registered financial advisor based in OAKLAND, California, affiliated with VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

VANGUARD PERSONALIZED INDEXING MANAGEMENT

AUM

$4.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VANGUARD PERSONALIZED INDEXING MANAGEMENT →

Services

Financial planning

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 7365183

Firm CRD# 285366

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Jakubowski offer?

Paul Jakubowski specializes in Financial Planning, Investment Management. Contact their office in OAKLAND, California for a consultation.

What are Paul Jakubowski's credentials?

Paul Jakubowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Jakubowski located?

Paul Jakubowski is based in OAKLAND, California, working with VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.

How does Paul Jakubowski charge for services?

Paul Jakubowski's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC?

VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC has approximately 27 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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