Jazwinski Financial Services Inc (Hermitage)

Name: Jazwinski Financial Services Inc
Address: 1479 N Hermitage Road, Hermitage, PA, 16148
Telephone: 724-962-3200

Jazwinski Financial Services Inc is a large advisory firm based in Hermitage. It manages $505.91 million of regulatory assets for 1,645 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, New Hampshire, and 4 other states.

Jazwinski Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jazwinski Financial Services: assets under management

The assets under management (AUM) of Jazwinski Financial Services Inc is $505.91 million. The firm's AUM has grown by 60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $245.88 million in discretionary accounts and $260.03 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $194.52 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $682.49 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jazwinski Financial Services Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jazwinski Financial Services Inc

Robert Jazwinski has been acting as President since 1 Jun 1991. Inc. Jazwinski Financial Services joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Jazwinski	President	1 Jun 1991	75% - 100%	1689366
Robert Charles Jazwinski	President	1 Jun 1991	75% - 100%	1689366
Karen Lee Chikosky	Vice president	1 Nov 2002	Other	4604194
Stephanie Jean Rossi	Vice president	1 Nov 2002	Other	4604198
Gary Alan Dalessandro	Treasurer	1 Nov 2002	Other	4610933
Deborah Ann Stiger	Secretary	1 Nov 2002	Other	4640610
Inc. Jazwinski Financial Services	Member	1 Dec 2005	75% - 100%	25-1661179

Based in Hermitage

The principal office where Jazwinski Financial Services Inc performs its advisory services is located at 1479 N Hermitage Road, Hermitage, PA 16148, which is also the mailing address of the firm. An additional office of the firm is in Naples, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 724-962-3200 or by fax 724-962-4611. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.jazwinski.com.