Steven
Jablonski

Usa Financial Securities Corporation

CRD#2582613
Investment Advisor
in Ada, MI

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About this Advisor

Steven Jablonski is a financial advisor based in Ada, Michigan, working with Usa Financial Securities Corporation. Steven has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Great Valley Ice Hockey Club, Ameriprise Financial Services, Inc, Usa Financial Securities, and Informed Family Financial Services Inc. Steven has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts and Pennsylvania. Currently, Steven is part of Usa Financial Securities Corporation, which operates out of Ada, Michigan. The firm has 126 offices and 166 employees. The firm manages assets totaling $268.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Usa Financial Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

6020 East Fulton
Ada, MI 49301

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Usa Financial Securities Corporation Brokerage Details

Total Assets Under Management

$268,691,644

MI Average: $943,424,332
Total Number of Employees

166

MI Average: 21
Total Number of Accounts

1,395

MI Average: 1,586
Average Account Size

$192,610

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Steven Jablonski Work History

2016 - Present (9 years)

Usa Financial Securities

2016 - Present (9 years)

Informed Family Financial Services Inc

2014 - 2016 (2 years)

Ameriprise Financial Services, Inc

2013 - 2015 (2 years)

Great Valley Ice Hockey Club

2012 - 2014 (2 years)

Waddell & Reed, Inc

2012 - 2014 (2 years)

Various Insurance Carriers For W&R Insurance Agencies

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Disclosures

Please visit the SEC profile of Steven Jablonski 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 Usa Financial Securities Corporation

Russell Sutton
Erie, PA
Jason Towles
Raleigh, NC
Andrew Coplin
Ada, MI
Tyler Bannister
Ada, MI
Andrew Kayla
Ada, MI
Kyle Beals
Raleigh, NC
Shannon Larosse
Ada, MI

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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