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David James Jajewski

Investment adviser representative at Portfolio Strategies Inc
32 yearsExperience
10 statesRegistered in
$50.2MFirm assets
43 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

32 years in the industry.

  1. Portfolio Strategies, Inc.May 1992 to now
  2. Gwn Securities, Inc.May 2013 to Sep 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law1987
  • Series 65 · Uniform Investment Adviser Law1992

State registrations

Registered as an investment adviser representative in 10 states (CA, GA, NE, OK, OR, PA, SC, TX, WA, WI).

Portfolio Strategies Inc

$50.2MAssets managed
289Clients
3Advisers
43 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1691466
Firm CRD
104685
Advisor's SEC record (opens in a new tab)
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