Daniel Zawidowski has been an investment adviser representative at Jacobson & Schmitt Advisors since July 2021, and is not listed among the firm’s executive officers or direct owners.
Jacobson & Schmitt Advisors, LLC is a Middleton, WI firm with $676M under management, 462 clients and 12 advisers across 3 offices, as of its August 2026 filing.
Daniel Zawidowski’s longest registration was 5 years at Sja Financial Advisory, LLC (2016–2021). Before joining Jacobson & Schmitt Advisors in 2021, Daniel Zawidowski was registered through Sja Financial Advisory, LLC and Barrington Strategic Wealth Management Group LLC.
- – present · 5 yearsMiddleton, WI · Adviser representative · Firm CRD 140431
- Sja Financial Advisory, LLC– · 5 yearsWauwatosa, WI · Adviser representative · Firm CRD 143550
- Barrington Strategic Wealth Management Group LLC– · 2 yearsChicago, IL · Adviser representative · Firm CRD 149472
Investment adviser representative registrations
Daniel Zawidowski is registered as an investment adviser representative in Wisconsin, since July 2021.
- WisconsinSince 6 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 March 2014 |
| Series 55 | Limited Representative-Equity Trader Exam | 14 March 2006 |
| Series 4 | Registered Options Principal Examination | 24 October 2005 |
| Series 7 | General Securities Representative Examination | 17 March 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 June 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 March 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- Registered Options Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Daniel Richard Zawidowski
- CRD
- 4634273
- Firm
- Jacobson & Schmitt Advisors · CRD 140431
- Office
- 8333 GREENWAY BLVD, SUITE 330, Middleton, WI 53562
- Registration
- Investment adviser registration
- In the industry since
- March 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Zawidowski work?
Daniel Zawidowski is an investment adviser representative registered through Jacobson & Schmitt Advisors, LLC since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Zawidowski a financial advisor?
Yes. Daniel Zawidowski has a current investment-adviser registration in Wisconsin, through Jacobson & Schmitt Advisors since July 2021.
How many years of experience does Daniel Zawidowski have?
Daniel Zawidowski has 12 years in the financial industry, since March 2014, across 3 adviser firms.
What exams has Daniel Zawidowski passed?
Daniel Zawidowski has passed 6 licensing exams: the Series 6, Series 63, Series 7, Series 4, Series 55 and Series 65. The earliest, the Series 6, was passed in March 2003.
Where did Daniel Zawidowski work before Jacobson & Schmitt Advisors?
Before Jacobson & Schmitt Advisors, Daniel Zawidowski was registered through Barrington Strategic Wealth Management Group LLC, March 2014 to April 2016.
Where is Daniel Zawidowski based?
Daniel Zawidowski’s registered office is in Middleton, WI.
Is Daniel Zawidowski registered with FINRA?
No. Daniel Zawidowski has no current broker registration.
How can I verify Daniel Zawidowski’s record?
Search CRD 4634273 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Zawidowski’s full registration record.
