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Jessica Lauren Jablonowski

Investment adviser representative at Radix Financial, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$231.6MFirm 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 assetsFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Radix Financial, LLCApr 2023 to now
  2. Radix Financial Cayman, LLCJul 2022 to now
  3. RBC Royal Bank (cayman) LtdFeb 2020 to May 2022
  4. RBC Dominion SecuritiesJan 2014 to Feb 2020

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (TX).

Radix Financial, LLC

$231.6MAssets managed
53Clients
2Advisers
7 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
5013297
Firm CRD
171159
Advisor's SEC record (opens in a new tab)
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