Unclaimed Profile

Paul Michael Jakubowicz

NED DAVIS RESEARCH, INC.·SARASOTA, Florida

Clean record14 years registeredNED DAVIS RESEARCH, INC.

3665 BEE RIDGE ROAD, SARASOTA, FL 34233CRD# 6024566Firm CRD# 112260

Profile Verification

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

Identity

Paul Michael Jakubowicz · SARASOTA, FL

Registration

CRD #6024566 · NED DAVIS RESEARCH, INC. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NED DAVIS RESEARCH, INC.

NED DAVIS RESEARCH, INC.

May 2012 – Dec 2025

SARASOTA, FL

Registrations & Exams

Registration record

First registered · May 1, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NED DAVIS RESEARCH, INC.

CRD 112260 · SEC 801-60241

AUM

$249K

Regulatory assets under management

Employees

1 client accounts

Services offered by NED DAVIS RESEARCH, INC.

Per Form ADV

Publication of periodicals/newsletters

Market timing services

Educational seminars/workshops

Other advisory services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at NED DAVIS RESEARCH, INC. →

Introduction

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Frequently Asked Questions

What services does Paul Michael Jakubowicz offer?

Paul Michael Jakubowicz specializes in Financial Education.

What are Paul Michael Jakubowicz's credentials?

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

Where is Paul Michael Jakubowicz located?

Paul Michael Jakubowicz is based in SARASOTA, Florida, last registered with NED DAVIS RESEARCH, INC..

How does Paul Michael Jakubowicz charge for services?

Paul Michael Jakubowicz's firm is compensated through hourly charges, fixed fees, subscription fees, other: ndr receives bps on other ia's aum using ndr models. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NED DAVIS RESEARCH, INC.?

NED DAVIS RESEARCH, INC. has approximately 70 employees and manages $249K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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