David Jakubowski

David Jakubowski Email and Phone Number

Senior Vice President @ Ellsworth Advisors
Cleveland, OH, US
David Jakubowski's Location
Greater Cleveland, United States
About David Jakubowski

A long history of outstanding performance: -

David Jakubowski's Current Company Details
Ellsworth Advisors

Ellsworth Advisors

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Senior Vice President
Cleveland, OH, US
Website:
ellsworthadvisors.com
Employees:
14
David Jakubowski Work Experience Details
  • Ellsworth Advisors
    Senior Vice President
    Ellsworth Advisors
    Cleveland, Oh, Us
    View
  • Morgan Stanley
    Wealth Management Associate
    Morgan Stanley Sep 2009 - May 2021
    Westlake, Ohio, United States
    Exceptional client communications specialist.Excelled at prospecting new clients.Responsible for thorough execution of client purchase/liquidation of investments.Proficient in research of potential investments.Proficient in the use of Morningstar Analysis.
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  • Baird
    Assitant Vice President
    Baird Jun 2002 - Sep 2009
    Cleveland, Ohio, United States
    Generated financial plans for clients to develop a strategy for retirement.Develop asset allocation models for client portfolios.Analyze fixed income investments.Expertly utilized Zephyr Analytics to research SMAs, and Mutual Funds.
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  • Mcdonald Investments, Inc.
    Financial Advisor
    Mcdonald Investments, Inc. Jun 1997 - Jun 2002
    Strongsville, Ohio, United States
    View

David Jakubowski Education Details

Frequently Asked Questions about David Jakubowski

What company does David Jakubowski work for?

David Jakubowski works for Ellsworth Advisors

What is David Jakubowski's role at the current company?

David Jakubowski's current role is Senior Vice President.

What schools did David Jakubowski attend?

David Jakubowski attended Kent State University, University Of Chicago.

Who are David Jakubowski's colleagues?

David Jakubowski's colleagues are Patrick Justice, Cfp®, Elizabeth (Liz) Lewis, Christopher Ameen, Cpfa, Crpc®, John Dugan Ii, Kelly Orris, Chris Prado, Brett Baskin, Cfp®.

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