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Daniel Jakobovits

Description

Daniel Jakobovits a financial professional at Millennium Investment and Retirement Advisors, LLC, a $147M dollar RIA based in McAlpine, NC. Daniel has held an industry securities registration for 5 years and is subject to SEC oversight.

BrightScope Advisor Metrics

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Answers and Guides

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0 Answers and 0 Financial Guides

Top Answers

Daniel Jakobovits has not answered any questions on Financial Q&A.

Top Guides

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

Firm Client Types

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ownership pie chart
Individuals
Pension and Profit Sharing Plans

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

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Employer Years Dates
Millennium Investment and Retirement Advisors, LLC 5 years, 11 months Jun 2007 - Present
Strategic Search, Inc. 10 years, 3 months Feb 2003 - Present
Intepros Consulting 3 years, 10 months Apr 1999 - Feb 2003
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 06/21/2007, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
License Status
Registered
Disclosures

1 Criminal Disclosure
As of Date
06/21/2007
*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 Exams

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Exam Series Passed Date
Uniform Investment Adviser Law Examination Series 65 05/08/2007

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees