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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Legacy primeLegacy foundation +more
- Established Date
- 04-19-2025
- Office Locations
- 1
Office Locations
About Jaskolka Financial
Jaskolka Financial is a Virginia Beach, VA fiduciary RIA with a relationship-driven approach to wealth planning, delivered through its four-step “Nesting Plan” process. The firm works with individuals and families seeking clarity and long-term financial security, with planning that can include tax and estate considerations and portfolio construction. Portfolios are implemented primarily with ETFs and mutual funds, custodied at Charles Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW BENJAMIN JASKOLKA
Chief Compliance Officer, FOUNDER
- CRD
- #7204031
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,693,222 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,693,222 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,693,222
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,570,470,350 | 26.7% |
| Public Funds | $988,161,119 | 16.8% |
| Cash | $3,323,279,956 | 56.5% |
| Total | $5,881,911,425 | 100.0% |