Jacob Alexander Filipowski
Investment adviser representative at Trajan Wealth, L.L.C.
12 yearsExperience
1 stateRegistered in
$2.6BFirm assets
11 yearsFirm in business
Are you Jacob Alexander Filipowski? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Trajan Wealth, L.L.C.Jul 2026 to now
- Fisher InvestmentsDec 2023 to Jul 2026
- PNC InvestmentsNov 2020 to Dec 2023
- UnemployedJun 2020 to Oct 2020
- Cambridge Investment Research Advisors, Inc.Oct 2018 to Apr 2020
- Cambridge Investment Research, Inc.Apr 2018 to Apr 2020
- Avonworth High SchoolMar 2018 to May 2020
- Firebird's Wood Fired GrillMay 2017 to Apr 2018
- University of PittsburghAug 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
Trajan Wealth, L.L.C.
$2.6BAssets managed
10,633Clients
52Advisers
11 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
- 6951744
- Firm CRD
- 158847