Steven Robert Jakowchik
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and financial planning services to individual and high‑net‑worth clients, managing roughly $29.3 million across 38 client accounts. In addition to fee‑based portfolio management and hourly financial planning, the firm’s representatives are licensed insurance agents and may sell insurance products for commission in addition to charging advisory fees.
Investment management is delivered on a primarily non‑discretionary basis: the firm documents client goals and risk tolerance in an Investment Policy Statement and proposes trades for client approval rather than trading without prior consent. The firm employs a mix of charting, fundamental, technical, and cyclical analysis and uses both long‑ and short‑term strategies, with daily account reviews by the advisor and at least quarterly written performance reports.
What is noteworthy compared with many peers is the combination of a largely non‑discretionary advisory model and active insurance brokerage activity — the firm discloses that insurance commissions are earned separately and that advisors spend more than half their professional time on fee‑based advisory work. The firm also requires clients to use its recommended custodian rather than permitting directed brokerage, maintains a $250,000 account guideline that may be waived, and handles all portfolio management internally as a single‑advisor practice.
Client services
Expertise
Fee options
$0 - $500,000: 0.85% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,500,000: 0.65% $2,500,001 - $5,000,000: 0.55% $5,000,001+: Negotiable
Commission-based compensation for insurance products sold by licensed insurance agents affiliated with the firm
Hourly fees between $100 and $150 for financial planning services
Account minimum: $250,000 Fee-only: Hourly fees between $100 and $150 for financial planning services; fees are negotiable
Main office
522 S. Sepulveda Blvd., Suite 207
Los Angeles CA 90049
Advisors at this office
1
Most active in
California
Also doing business as
Jakowchik, Steven R. · Jakowchik, Steven Robert · Steven Robert Jakowchik
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)