Jaskolka Financial

Jaskolka Financial is a fee‑only, independent investment adviser operated by a single principal and chief compliance officer that provides wealth management services combining discretionary investment management and financial planning for individuals and high‑net‑worth clients. The firm states it tailors services through personal discussions to establish goals and risk tolerance, may recommend unaffiliated third‑party professionals (with no referral compensation), and indicates it does not impose a firm minimum account size.

Portfolios are managed on a discretionary basis and the firm primarily advises on equities, fixed income, mutual funds, ETFs, government and municipal securities, and cash equivalents using a mix of fundamental and technical analysis. The adviser may employ both passive and active strategies, selects funds and securities based on factors such as underlying holdings, liquidity and tax efficiency, and permits clients to impose written investment restrictions.

Distinctive features in the brochure include that the firm was formed in March 2025 and this is its initial ADV filing, reporting $0 in discretionary and non‑discretionary assets as of March 2025, and that the firm requires clients to establish accounts at Charles Schwab rather than allowing client‑directed brokerage. The brochure also notes the firm provides financial planning at no additional fee at the client’s election, does not participate in wrap or performance‑based fee programs, and describes block‑trading allocation and a Code of Ethics appropriate to its solo‑practitioner structure.