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Daniel Jakobovits

Daniel Jakobovits

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Information

Firm:
Type: RIA
Description

Financial advocate (Fiduciary) for my clients for over 7 years. Serving as a retirement plan specialist providing § 3(38) investment management services for company sponsored retirement plans.

Funds Used With Clients

Advisor Timeline

No timeline events available.
Experience
EmployerYearsDates
Dalton Financial LLC 1 year Aug 2014 - Present
Millennium Investment and Retirement Advisors, LLC 7 years, 2 months Jun 2007 - Aug 2014
Strategic Search, Inc. 4 years, 4 months Feb 2003 - Jun 2007
Exams
ExamSeriesPassed Date
Uniform Investment Adviser Law ExaminationSeries 65 05/08/2007

Answers and Guides

Level 1 Level 1 Contributor 0 Answers and 0 Financial Guides

Top Answers

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Top Guides

Daniel Jakobovits has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Advisor Information

Advisor Client Types

Individuals
Pension and Profit Sharing Plans

*The Client Types data displayed has been entered by the advisor and has not been verified.

Licenses and Conduct

Regulator
License Status
Registered
Disclosures

1 Criminal Disclosure

1 Financial Disclosure

As of Date
02/19/2015
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Advisor Compensation Arrangements

Fee Only
Advisor

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.


Types of Compensation Arrangements