DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
David John Jakubowski
Feed of 09/14/2026
Also filed as David J Jakubowski
At current firm
4 y
since Oct 21, 2021
In the industry
30 y
since Aug 7, 1996 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ellsworth Advisors, LLC independent RIA currentsince Oct 21, 2021 · Hudson, Oh
- Morgan Stanley wirehouseOct 19, 2009 to Jun 10, 2021 · Beachwood, Oh
- Robert W. Baird & Co. Incorporated mixed wealthMay 26, 2006 to Oct 2, 2009 · Cleveland, Oh
Moves
a registration end followed by a registration begin elsewhere
- Morgan Stanley to Ellsworth Advisors, LLCleft Jun 10, 2021, registered Oct 21, 2021 (133 days) · Wirehouse to independent RIA
- Robert W. Baird & Co. Incorporated to Morgan Stanleyleft Oct 2, 2009, registered Oct 19, 2009 (17 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address