Bruce
Jakiel

Cantella & Co., Inc

CRD#5774870
Investment Advisor
in Boston, MA
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About this Advisor

Bruce Jakiel is a financial advisor working in Boston, Massachusetts, who has been in the advisory business for 14 years. Jakiel currently works for Cantella & Co., Inc. Throughout their career, they have worked at State Of Pennsylvania, Second Foundation Consulting, Edward Jones and Cantella & Co., Inc. Jakiel maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Cantella & Co., Inc is a registered investment business that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 105 locations and a total of 235 advisors. It controls $1 billion in total assets among its 4,729 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 4,729 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. Cantella & Co., Inc offers a wide assortment 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. Fees charged by financial advisors depend on the financial services provided. However, fees charged by Cantella & Co., Inc may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

28 State Street 40Th Floor
Boston, MA 02109

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Cantella & Co., Inc Brokerage Details

Total Assets Under Management

$1,253,803,424

MA Average: $16,012,751,954
Total Number of Employees

235

MA Average: 118
Total Number of Accounts

4,729

MA Average: 4,567
Average Account Size

$265,131

MA Average: $3,506,186

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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 14 years of experience.

2018 - Present (1 year)

Cantella & Co., Inc

2010 - 2018 (8 years)

Edward Jones

2009 - 2010 (1 year)

State Of Pennsylvania

2004 - 2009 (5 years)

Second Foundation Consulting

Disclosures

Bruce Jakiel has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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