Jacob Kasperski has been an investment adviser representative at Caitlin John since June 2022, and is not listed among the firm’s executive officers or direct owners.
Caitlin John, LLC is a Brighton, MI firm with $215M under management, 602 clients and 25 advisers across 14 offices, as of its September 2026 filing.
Jacob Kasperski’s longest registration is the current one, 4 years at Caitlin John since 2022.
- A Smarter Way to InvestAlso current– present · 2 yearsBrighton, MI · Adviser representative · Firm CRD 166170
- Simplyria Advisor NetworkCurrent– present · 4 yearsBrighton, MI · Adviser representative · Firm CRD 154494
Investment adviser representative registrations
Jacob Kasperski is registered as an investment adviser representative in Michigan, since June 2022.
- MichiganSince 3 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 May 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7570017
- Firm
- Caitlin John · CRD 154494
- Office
- 1024 E. GRAND RIVER AVE, SUITE B, Brighton, MI 48116
- Registration
- Investment adviser registration
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Kasperski work?
Jacob Kasperski is an investment adviser representative registered through Caitlin John, LLC since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Kasperski a financial advisor?
Yes. Jacob Kasperski has a current investment-adviser registration in Michigan, through Caitlin John since June 2022.
How many years of experience does Jacob Kasperski have?
Jacob Kasperski has 4 years in the financial industry, since June 2022, across 2 adviser firms.
What exams has Jacob Kasperski passed?
Jacob Kasperski passed the Series 65 in May 2022.
Where is Jacob Kasperski based?
Jacob Kasperski’s registered office is in Brighton, MI.
Is Jacob Kasperski registered with FINRA?
No. Jacob Kasperski has no current broker registration.
How can I verify Jacob Kasperski’s record?
Search CRD 7570017 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Kasperski’s full registration record.