Jason
Paplaski

Serenity Investment Advisors

CRD#5504759
Investment Advisor
in Chicago, IL

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About this Advisor

Jason Paplaski is a financial advisor operating in Chicago, Illinois, with 3 years of industry experience. Paplaski currently works for Serenity Investment Advisors. Their career trajectory has included roles at Optionsxpress Inc, Charles Schwab & Co., Inc, Lpl Financial LLC and Serenity Investment Advisors. Paplaski holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to operate in Illinois. Serenity Investment Advisors is a registered investment business that has its headquarters in Chicago, IL. The investment advisory business has just three employees. It administers $235 million in assets across its 300 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 300 customer accounts, just 12% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Serenity Investment Advisors has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types charged by Serenity Investment Advisors likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

333 S. Wabash Ave. Suite 2700
Chicago, IL 60604

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Serenity Investment Advisors Brokerage Details

Total Assets Under Management

$234,722,952

IL Average: $6,674,516,078
Total Number of Employees

3

IL Average: 44
Total Number of Accounts

300

IL Average: 2,564
Average Account Size

$782,410

IL Average: $2,603,165

Investment Advisory Services

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

Jason Paplaski Work History

Jason has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Serenity Investment Advisors

2019 - 2020 (1 year)

Lpl Financial LLC

2014 - 2019 (5 years)

Charles Schwab & Co., Inc

2013 - 2017 (4 years)

Optionsxpress Inc

*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 Jason Paplaski 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 Serenity Investment Advisors

Jason Paplaski
Chicago, IL
Lang Nguyen
Chicago, IL
Richard Little
Chicago, IL

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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