Jakub Kubrak
Investment adviser representative at Silver Grove Advisory Services
11 yearsExperience
2 statesRegistered in
$453.6MFirm assets
9 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Silver Grove Advisory ServicesAug 2025 to now
- Compound PlanningNov 2024 to now
- Texas Capital BankJun 2022 to Sep 2024
- Texas Capital Bank Private Wealth AdvisorsJun 2022 to Sep 2024
- Fisher InvestmentsNov 2015 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Silver Grove Advisory Services
Legal name: Silver Grove Financial Group, Inc.
$453.6MAssets managed
2,150Clients
17Advisers
9 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
- 5572288
- Firm CRD
- 287512