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Daniel Jakobovits

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Information

Firm:
Type: RIA
Description

Daniel Jakobovits is a financial professional at Dalton Financial LLC, a $13M RIA based in Charlotte, NC. Daniel has held an industry securities registration for 5 years and is subject to SEC oversight.

Advisor Timeline

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Experience
EmployerYearsDates
Millennium Investment and Retirement Advisors, LLC 7 years, 5 months Jun 2007 - Present
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

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Top Answers

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

Top Guides

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

Firm Client Types

Individuals
High Net Worth Individuals

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

Licenses and Conduct

Regulator
License Status
Registered
Disclosures

1 Criminal Disclosure

As of Date
09/10/2014
*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.

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees