STEVEN ROBERT JAKOWCHIK

Overview

Steven Robert Jakowchik operates a sole-proprietorship advisory practice focused on individuals and families, combining portfolio management for small clients with insurance brokerage. The firm runs primarily on a non-discretionary basis, advising clients and implementing strategies with client approval rather than exercising full trading authority. Investment activity shows a clear tilt toward public equities, primarily delivered through exchange-traded instruments and separately managed account structures. Fee arrangements include a percentage-of-AUM component alongside fixed fees. The practice does not position itself as an ESG investor and does not appear to act as a pension consultant or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices