Edward
Jurgielewicz

Facet

CRD#6637957
Investment Advisor
in Los Angeles, CA

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About this Advisor

Edward Jurgielewicz is a certified financial planner who works in Los Angeles, California with a total of 1 year of industry experience. Jurgielewicz works at Facet. Over the course of their career, Jurgielewicz has held roles at Nylife Securities LLC, New York Life Insurance Company, Landry-Walker High School, Instituto De Educacion Secundaria Zapato, Town Of Kiawah Island, Collegiate Academics, E. Francis Financial, LLC, Eagle Strategies LLC and Facet Wealth, Inc. Jurgielewicz holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in California and Texas. Facet is an advisory firm operating out of Baltimore, MD. It oversees $2 billion in total assets between its 18,571 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 18,571 client accounts, just 7% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically vary depending on the type of services offered. Fees charged by Facet typically consist of fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

Los Angeles, CA

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Facet Brokerage Details

Total Assets Under Management

$1,654,740,781

CA Average: $6,889,882,315
Total Number of Employees

275

CA Average: 45
Total Number of Accounts

18,571

CA Average: 765
Average Account Size

$89,103

CA Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Edward Jurgielewicz Work History

Edward has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Facet Wealth, Inc

2019 - 2019 (< 1 year)

E. Francis Financial, LLC

2019 - 2021 (2 years)

Eagle Strategies LLC

2016 - 2021 (5 years)

Nylife Securities LLC

2016 - 2021 (5 years)

New York Life Insurance Company

2015 - 2016 (1 year)

Landry-Walker High School

2014 - 2015 (1 year)

Instituto De Educacion Secundaria Zapato

2014 - 2014 (< 1 year)

Town Of Kiawah Island

2013 - 2013 (< 1 year)

Collegiate Academics

2012 - 2014 (2 years)

Landry-Walker High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Edward Jurgielewicz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Facet

Brian Wagnon
Baltimore, MD
Madeline Mcivor
Baltimore, MD
Matthew Mccoy
Rock Hill, SC
Gianna Viele
Baltimore, MD
Sabrina Lee
Baltimore, MD
Christopher Kadowaki
Lafayette, CO
Carlos Ruiz
Baltimore, MD
Patrick Elliott
Baltimore, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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