Jason Robert Paplaski
Investment adviser representative at Serenity Investment Advisors
13 yearsExperience
1 stateRegistered in
$513.6MFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Serenity Investment AdvisorsDec 2020 to now
- LPL Financial LLCDec 2019 to Dec 2020
- Charles Schwab & Co., Inc.Feb 2014 to Dec 2019
- Optionsxpress Inc.Mar 2013 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
Serenity Investment Advisors
Legal name: Serenity Investment Advisors LLC
$513.6MAssets managed
434Clients
6Advisers
4 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
- 5504759
- Firm CRD
- 307924