Jackson Kubaszyk has been an investment adviser representative at Rossby Financial since July 2026, and is not listed among the firm’s executive officers or direct owners.
Rossby Financial, LLC is a Melbourne, FL firm with $855M under management, 3,910 clients and 2 advisers across 19 offices, as of its July 2026 filing.
- Rossby Financial, LLCCurrent– present · under a yearNashville, TN · Adviser representative · Firm CRD 324631
Investment adviser representative registrations
Jackson Kubaszyk is registered as an investment adviser representative in 2 states. Each was approved in July 2026.
- IndianaSince 6 July 2026
- TennesseeSince 6 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 October 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 July 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 15 April 2022 |
| SIE | Securities Industry Essentials Examination | 8 January 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jackson P Kubaszyk
- CRD
- 7452307
- Firm
- Rossby Financial · CRD 324631
- Office
- Nashville, TN
- Registration
- Investment adviser registration
- In the industry since
- July 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Jackson Kubaszyk work?
Jackson Kubaszyk is an investment adviser representative registered through Rossby Financial, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jackson Kubaszyk a financial advisor?
Yes. Jackson Kubaszyk has a current investment-adviser registration in Indiana and Tennessee, through Rossby Financial since July 2026.
How many years of experience does Jackson Kubaszyk have?
Jackson Kubaszyk has 4 years in the financial industry, since July 2022, across 1 adviser firm.
What exams has Jackson Kubaszyk passed?
Jackson Kubaszyk has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in January 2022.
Where is Jackson Kubaszyk based?
Jackson Kubaszyk’s registered office is in Nashville, TN.
Is Jackson Kubaszyk registered with FINRA?
No. Jackson Kubaszyk has no current broker registration.
How can I verify Jackson Kubaszyk’s record?
Search CRD 7452307 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jackson Kubaszyk’s full registration record.
- Marissa HarrisCCO
- Melissa ReaktenwaltEmployee Ownership - Class A and B Shares
- Kelly RennerEmployee Ownership - Class B Shares
- Jason RennerEmployee Ownership - Class B Shares
- Jennifer SzeklinskiEmployee Ownership - Class A and B Shares
- Frances TolerEmployee Ownership - Class B Shares
- Andrew EvansCEO
- Christopher MarsicoMember