Unclaimed Profile

Theodore Stanley Jablonski

BTR CAPITAL MANAGEMENT INC·OAKLAND, California

SIE, Series 7, Series 63, Series 65CFPClean record24 years registeredBTR CAPITAL MANAGEMENT INC

1999 HARRISON STREET, OAKLAND, CA 94612CRD# 1514438Firm CRD# 105195

Profile Verification

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

Identity

Theodore Stanley Jablonski · OAKLAND, CA

Registration

CRD #1514438 · BTR CAPITAL MANAGEMENT INC · 24 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nov 2022 – present

BTR CAPITAL MANAGEMENT INC

Nov 2022 – Dec 2022

OAKLAND, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2007 – May 2018

SAN FRANCISCO, CA

CREDIT SUISSE SECURITIES (USA) LLC

Jan 2003 – Aug 2007

SAN FRANCISCO, CA

DONALDSON LUFKIN & JENRETTE SECURITIES CORPORATION

Jul 2002 – Jan 2003

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · July 25, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BTR CAPITAL MANAGEMENT INC

CRD 105195 · SEC 801-34890

AUM

$1.2B

Regulatory assets under management

Employees

736 client accounts

Services offered by BTR CAPITAL MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BTR CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Theodore Stanley Jablonski offer?

Theodore Stanley Jablonski specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OAKLAND, California for a consultation.

What are Theodore Stanley Jablonski's credentials?

Theodore Stanley Jablonski holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Theodore Stanley Jablonski located?

Theodore Stanley Jablonski is based in OAKLAND, California, working with BTR CAPITAL MANAGEMENT INC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.

How does Theodore Stanley Jablonski charge for services?

Theodore Stanley Jablonski's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BTR CAPITAL MANAGEMENT INC?

BTR CAPITAL MANAGEMENT INC has approximately 14 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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