Richard Jakotowicz has been Director of Financial Planning & CCO of Benchmark Financial since May 2018, is a control person of the firm and directly owns 75% or more of it.
Benchmark Financial, LLC is a Wilmington, DE firm with $132M under management, 90 clients and 3 advisers across 2 offices, as of its January 2026 filing.
Rich Jakotowicz is Director of Financial Planning of Benchmark Financial. He works with clients to ensure that there are no gaps in their plans and no surprises in their financial lives, with over 25 years of industry experience. He spent 10 years at JP Morgan Private Bank as Cashless Options Trader, Investment Specialist and Wealth Manager, then worked at TIAA-CREF, and has taught financial planning at the University of Delaware since 2008.
Richard Jakotowicz’s longest registration is the current one, 8 years at Benchmark Financial since 2018. Before joining Benchmark Financial in 2018, Richard Jakotowicz was registered through TFG Wealth Management, LLC and Centaurus Financial, Inc.
- Benchmark Financial, LLCCurrent– present · 8 yearsWilmington, DE · Adviser representative · Firm CRD 297443
- TFG Wealth Management, LLC– · 1 yearNewtown, PA · Adviser representative · Firm CRD 148025
- Centaurus Financial, Inc.– · 1 yearWilmington, DE · Adviser representative · Firm CRD 30833
- Tiaa-Cref Advice and Planning Services– · 1 yearPhiladelphia, PA · Adviser representative · Firm CRD 20472
Professional designations
Listed by Benchmark Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Richard Jakotowicz is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2018; the most recent is Texas, in February 2021.
- DelawareSince 25 June 2018
- TexasResidentSince 12 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 21 February 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 February 2014 |
| Series 65 | Uniform Investment Adviser Law Examination | 7 August 2007 |
| Series 7 | General Securities Representative Examination | 4 December 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Richard Christopher Jakotowicz
- CRD
- 4244055
- Firm
- Benchmark Financial · CRD 297443
- Role
- Director of Financial Planning & CCO
- Office
- 2 RIGHTER PARKWAY, SUITE 100, Wilmington, DE 19803
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- benchmarkfg.com
Where does Richard Jakotowicz work?
Richard Jakotowicz has been Director of Financial Planning & CCO of Benchmark Financial, LLC since May 2018, and is a control person of the firm.
Is Richard Jakotowicz a financial advisor?
Yes. Richard Jakotowicz has a current investment-adviser registration in Delaware and Texas, through Benchmark Financial since June 2018.
How many years of experience does Richard Jakotowicz have?
Richard Jakotowicz has 13 years in the financial industry, since October 2013, across 4 adviser firms.
What exams has Richard Jakotowicz passed?
Richard Jakotowicz has passed 4 licensing exams: the Series 7, Series 65, Series 6 and Series 63. The earliest, the Series 7, was passed in December 2000. FINRA credited Richard Jakotowicz with the SIE, which began in October 2018.
Where did Richard Jakotowicz work before Benchmark Financial?
Before Benchmark Financial, Richard Jakotowicz was registered through TFG Wealth Management, LLC, July 2016 to May 2018; Centaurus Financial, Inc., January 2014 to November 2015; Tiaa-Cref Advice and Planning Services, August 2007 to August 2008.
Where is Richard Jakotowicz based?
Richard Jakotowicz’s registered office is in Wilmington, DE.
Is Richard Jakotowicz registered with FINRA?
No. Richard Jakotowicz has no current broker registration.
Is Richard Jakotowicz a CFP?
Benchmark Financial lists Richard Jakotowicz with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Richard Jakotowicz a CFA charterholder?
Benchmark Financial lists Richard Jakotowicz with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Richard Jakotowicz’s record?
Search CRD 4244055 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Jakotowicz’s full registration record.