Jackson P Kubaszyk
Investment adviser representative at Rossby Financial, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$854.8MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Rossby Financial, LLCJul 2026 to now
- Osborn Wealth MangementJul 2026 to now
- Oneamerica SecuritiesFeb 2022 to now
- American United LifeSep 2021 to now
- Bill C Brown AssociatesJan 2021 to Jan 2022
- Indiana UniversityAug 2019 to May 2021
- Longhorn SteakhouseAug 2019 to Dec 2019
- Longhorn SteakhouseSep 2018 to Jul 2019
- Olive GardenSep 2017 to Sep 2018
- UnemployedJun 2017 to Aug 2017
- Ball State UniversityAug 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (IN, TN).
Rossby Financial, LLC
$854.8MAssets managed
3,910Clients
31Advisers
3 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
- 7452307
- Firm CRD
- 324631