Unclaimed Profile

David James Jajewski

PORTFOLIO STRATEGIES INC·TACOMA, Washington

SIE, Series 6, Series 63, Series 6533 years registeredPORTFOLIO STRATEGIES INC

621 PACIFIC AVENUE SUITE 15, TACOMA, WA 98402CRD# 1691466Firm CRD# 104685

Profile Verification

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

Identity

David James Jajewski · TACOMA, WA

Registration

CRD #1691466 · PORTFOLIO STRATEGIES INC · 33 years registered

Brand Profile

Not yet started

Career History

PORTFOLIO STRATEGIES INC

Sep 1992 – present

GWN SECURITIES INC.

May 2013 – May 2013

TACOMA, WA

TAHOMA INVESTMENT ADVISORS, LLC

Apr 2009 – Jun 2011

TACOMA, WA

FOCUS INVESTMENTS NW, INC.

Mar 2006 – May 2008

TACOMA, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · September 8, 1992

Years registered · 33

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PORTFOLIO STRATEGIES INC

CRD 104685 · SEC 801-18475

AUM

$60M

Regulatory assets under management

Employees

383 client accounts

Services offered by PORTFOLIO STRATEGIES 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 PORTFOLIO STRATEGIES INC →

Introduction

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Frequently Asked Questions

What services does David James Jajewski offer?

David James Jajewski specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TACOMA, Washington for a consultation.

What are David James Jajewski's credentials?

David James Jajewski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David James Jajewski located?

David James Jajewski is based in TACOMA, Washington, working with PORTFOLIO STRATEGIES INC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.

How does David James Jajewski charge for services?

David James Jajewski'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 PORTFOLIO STRATEGIES INC?

PORTFOLIO STRATEGIES INC has approximately 5 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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