Bruce
Jakiel
Cantella & Co., Inc
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About this Advisor
Bruce Jakiel is a financial advisor operating out of Malden, Massachusetts with a total of 5 years of relevant experience. Jakiel works at Cantella & Co., Inc. The advisor has gained experience at Edward Jones, Cantella & Co., Inc, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Jakiel has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Cantella & Co., Inc is a business operating out of Malden, MA. The company has offices in 113 locations and a total of 197 advisors. It administers $2 billion in assets between its 5,665 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 14 charities and foundations. Of its 5,665 accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets. Cantella & Co., Inc has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. Fee types charged by Cantella & Co., Inc may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cantella & Co., Inc Brokerage Details
$1,929,399,963
197
5,665
$340,583
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Bruce Jakiel Work History
Bruce has been registered as a financial advisor for 5 years.*
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Cantella & Co., Inc
Edward Jones
*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 Bruce Jakiel 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 Cantella & Co., Inc
Malden, MA
Wake Forest, NC
Malden, MA
Malden, MA
Malden, MA
Malden, MA
Malden, MA
Malden, MA
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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