Laura
Jastrab

Commonwealth Financial Network

CRD#6182539
Investment Advisor
in Waltham, MA

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About this Advisor

Laura Jastrab is a financial advisor who works in Waltham, Massachusetts, with 7 years of relevant experience. Jastrab is on the advisory team at Commonwealth Financial Network. Throughout their career, Jastrab has worked at Fidelity Brokerage Services and Commonwealth Financial Network. Jastrab has Series 63 and Series 66 licenses, qualifying them as a securities agent, and can work in Massachusetts. Commonwealth Financial Network is an advisory firm based out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 people on staff. It has $146 billion in total assets among its 585,629 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 2,108 charitable organizations. Of its 585,629 accounts, just 4% belong to high-net-worth individuals who have more than $1 million in assets. Commonwealth Financial Network offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees largely are based on which services are offered. However, fee types charged by Commonwealth Financial Network can include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

One University Office Park 29 and 95 Sawyer Road
Waltham, MA 02453

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

MA Average: 118
Total Number of Accounts

585,629

MA Average: 4,567
Average Account Size

$249,965

MA Average: $3,506,186

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Laura Jastrab Work History

Laura has been registered as a financial advisor for 7 years.*

2014 - Present (10 years)

Commonwealth Financial Network

2013 - 2013 (< 1 year)

Fidelity Brokerage Services

*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 Laura Jastrab 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 Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Luke Stortzum
Chicago, IL
Thomas Deichert
Poulsbo, WA
Victor Maldonado
Bowie, MD
Gregory Kotecki
Orchard Park, NY
Gabor Nagy
Mendham, NJ
Patrick Bria
Durham, NC
Kelly Conner Haslbeck
Fairfax, VA

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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