Dave Jakubowski

Dave Jakubowski is an investment advisor representative and a Senior Vice President with Ellsworth Advisors. He is primarily responsible for providing wealth management and comprehensive financial planning services to both existing and prospective clients. Dave also takes a lead role in the execution of client trades, asset allocation modeling and research on fixed income and equity investments.

Dave is a graduate of Kent State University with a Bachelor of Business Administration degree in Finance. Over the course of his career, Dave holds the Series 65 Uniform investment Advisor securities license and possesses over 25 years of experience with Prudential Securities, McDonald & Company Investments, Robert W. Baird and Morgan Stanley.