Richard Christopher Jakotowicz
Investment adviser representative at Benchmark Financial, LLC
18 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$131.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Benchmark Financial, LLCMay 2018 to now
- University of DelawareAug 2008 to now
- Tfg Wealth Management, LLCJul 2016 to May 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (DE, TX).
Benchmark Financial, LLC
$131.6MAssets managed
90Clients
4Advisers
1 yearIn 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
- 4244055
- Firm CRD
- 297443