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David Edward Lakowski

JVM CAPITAL L.L.C.·OAK BROOK, Illinois
SIE, Series 4, Series 7, Series 12, Series 14, Series 24, Series 27, Series 53, Series 63, Series 65, Series 79Clean recordJVM CAPITAL L.L.C.
903 COMMERCE DRIVE, OAK BROOK, IL 60523CRD# 1598462Firm CRD# 170207

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Edward Lakowski · OAK BROOK, IL
Registration
CRD #1598462 · JVM CAPITAL L.L.C.
Brand Profile
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01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 12
Series 14
Series 24
Series 27
Series 53
Series 63
Series 65
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
JVM CAPITAL L.L.C.
CRD 170207 · SEC 801-79244
AUM
$1.5B
Regulatory assets under management
Employees
7
7 client accounts
Services offered by JVM CAPITAL L.L.C.
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
Introduction

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04

Frequently Asked Questions

What services does David Edward Lakowski offer?
David Edward Lakowski specializes in Retirement Planning. Contact their office in OAK BROOK, Illinois for a consultation.
What are David Edward Lakowski's credentials?
David Edward Lakowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Edward Lakowski located?
David Edward Lakowski is based in OAK BROOK, Illinois, working with JVM CAPITAL L.L.C.. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.
How does David Edward Lakowski charge for services?
David Edward Lakowski's firm is compensated through commissions, performance-based fees, other: transact, admin, guaranty, financing, am, property/construct fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JVM CAPITAL L.L.C.?
JVM CAPITAL L.L.C. has approximately 7 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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