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Jackson Robert Paulishak

Empirikal Partners LLC

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About Jackson Robert Paulishak

Jackson Paulishak is an investment advisor representative at Empirikal Partners LLC. Jackson has been in the industry since April 17, 1995. Jackson has a broad range of experience, having previously worked at CETERA ADVISOR NETWORKS LLC, SUMMIT BROKERAGE SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and LEGG MASON WOOD WALKER, INCORPORATED. Jackson's primary focus is providing financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Jackson has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Jackson Paulishak is currently registered with Empirikal Partners LLC. Empirikal Partners LLC is an investment advisor registered with the SEC, managing approximately $88 million in assets for 170 clients. They offer financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations.

$88.00M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jackson Paulishak’s Registration & Firm History

MD

01/17/2025 - Present

Empirikal Partners LLC (Frederick MD)

MD

09/20/2019 - 05/14/2021

CETERA ADVISOR NETWORKS LLC (FREDERICK MD)

MD

02/23/2006 - 09/20/2019

SUMMIT BROKERAGE SERVICES, INC. (FREDERICK MD)

MD

06/29/2001 - 02/23/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREDERICK MD)

MD

04/18/1995 - 07/10/2001

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

IA

Issued 04/25/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/19/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jackson Robert Paulishak. Review regulatory record here.
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