Jakub Kubrak has been an investment adviser representative at Silver Grove Financial Group since August 2025, and is not listed among the firm’s executive officers or direct owners.
Silver Grove Financial Group, Inc. is an Orchard Park, NY firm with $454M under management, 2,150 clients and 17 advisers across 11 offices, as of its August 2026 filing.
Jakub Kubrak’s longest registration was 8 years at Fisher Investments (2013–2022). Before joining Silver Grove Financial Group in 2025, Jakub Kubrak was registered through Compound Planning, Inc. and Texas Capital Bank Private Wealth Advisors.
- – present · 1 yearCelina, TX · Adviser representative · Firm CRD 287512
- Compound Planning, Inc.– · under a yearCelina, TX · Adviser representative · Firm CRD 171787
- Texas Capital Bank Private Wealth Advisors– · 2 yearsPlano, TX · Adviser representative · Firm CRD 298422
- Fisher Investments– · 8 yearsPlano, TX · Adviser representative · Firm CRD 107342
- Chase Investment Services Corp.– · 1 yearNew York, NY · Adviser representative · Firm CRD 25574
Investment adviser representative registrations
Jakub Kubrak is registered as an investment adviser representative in 2 states. Each was approved in August 2025.
- LouisianaSince 26 August 2025
- TexasSince 7 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 10 October 2024 |
| Series 66 | Uniform Combined State Law Examination | 24 July 2009 |
| Series 7 | General Securities Representative Examination | 8 July 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5572288
- Firm
- Silver Grove Financial Group · CRD 287512
- Office
- Celina, TX
- Registration
- Investment adviser registration
- In the industry since
- September 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Jakub Kubrak work?
Jakub Kubrak is an investment adviser representative registered through Silver Grove Financial Group, Inc. since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jakub Kubrak a financial advisor?
Yes. Jakub Kubrak has a current investment-adviser registration in Louisiana and Texas, through Silver Grove Financial Group since August 2025.
How many years of experience does Jakub Kubrak have?
Jakub Kubrak has 14 years in the financial industry, since September 2012, across 5 adviser firms.
What exams has Jakub Kubrak passed?
Jakub Kubrak has passed 3 licensing exams: the Series 7, Series 66 and SIE. The earliest, the Series 7, was passed in July 2009.
Where did Jakub Kubrak work before Silver Grove Financial Group?
Before Silver Grove Financial Group, Jakub Kubrak was registered through Texas Capital Bank Private Wealth Advisors, June 2022 to September 2024; Fisher Investments, July 2013 to February 2022; Chase Investment Services Corp., May 2010 to September 2011.
Where is Jakub Kubrak based?
Jakub Kubrak’s registered office is in Celina, TX.
Is Jakub Kubrak registered with FINRA?
No. Jakub Kubrak has no current broker registration.
How can I verify Jakub Kubrak’s record?
Search CRD 5572288 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jakub Kubrak’s full registration record.
