Individual Firm
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Jake Szulinski
JAKE A SZULINSKI, JAKE ALEXANDER SZULINSKI
CRD#: 5221295
IA
B
EDWARD JONESCRD#: 250 656 E SWEDESFORD RD
SUITE 250
WAYNE, PA 19087
SUITE 250
WAYNE, PA 19087
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4/23/2015
Customer Dispute
Settled
State Registrations
B
Delaware 4/22/2016
B
Pennsylvania 4/22/2016
B
District of Columbia 3/30/2017
IA
Pennsylvania 4/25/2016
B
Florida 3/28/2017
B
Texas 7/28/2021
B
Massachusetts 10/30/2020
IA
Texas 7/30/2021
B
New Jersey 4/22/2016
B
Virginia 10/29/2020
B
New York 5/15/2017
SRO Registrations
B
B
B
B
View Exams Passed by the individual in the detailed report
Learn about permitted activities of registered representatives
Learn about permitted activities of registered principals
IA
Registered with this firm since 4/25/2016
B
Registered with this firm since 4/22/2016
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 12/17/2014 - 05/04/2016 | WAYNE, PA | |
B | 12/16/2014 - 05/03/2016 | WAYNE, PA | |
IA | 02/02/2011 - 12/19/2014 | KING OF PRUSSIA, PA | |
B | 07/14/2010 - 12/19/2014 | KING OF PRUSSIA, PA |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.