Jeffrey J Cismoski
Investment adviser representative at Ascentis Independent Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Ascentis Independent Advisors, LLCJan 2026 to now
- Org Partners LLCJul 2021 to Jan 2026
- Wealthshield Partners, LLCOct 2020 to Jul 2021
- Cresset Asset Management, LLCMar 2019 to Oct 2020
- Evanston Investments Inc dba Evanston AdvisorsSep 2013 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (IL, SC).
Ascentis Independent Advisors, LLC
$2.1BAssets managed
2,815Clients
51Advisers
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
- 5859547
- Firm CRD
- 322879