Edward
Jurgielewicz

Facet

CRD#6637957
Investment Advisor
in Baltimore, MD

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About this Advisor

Edward Jurgielewicz is a financial advisor based in Baltimore, Maryland, working with Facet. Edward has previously held positions at Nylife Securities LLC, New York Life Insurance Company, Landry-Walker High School, Instituto De Educacion Secundaria Zapato, Town Of Kiawah Island, E. Francis Financial, LLC, Eagle Strategies LLC, and Facet Wealth, Inc. Edward has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Edward is part of Facet, which operates out of Baltimore, Maryland. The firm has 234 employees and manages assets totaling $2.5 billion. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Facet includes fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Fixed Fees

Office Location

100 International Drive 23Rd Floor
Baltimore, MD 21202

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Facet Brokerage Details

Total Assets Under Management

$2,544,660,518

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

234

MD Average: 45
Total Number of Accounts

24,977

MD Average: 765
Average Account Size

$101,880

MD Average: $9,006,382

Investment Advisory Services

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

Edward Jurgielewicz Work History

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

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

Jordan Gilberti
Baltimore, MD
Emmett Stewart
Baltimore, MD
Chase Grundy
Baltimore, MD
Andrew Barton
Baltimore, MD
Robert Dillon
Baltimore, MD
Keenan Casey
Baltimore, MD
Matthew Farrell
Baltimore, MD
Sammie Guajardo
Baltimore, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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