JURKIEWICZ, CHRISTOPHER

Overview

Jurkiewicz, Christopher operates as a solo independent registered investment adviser focused on individuals, families and small-business owners. The firm charges fees as a percentage of assets under management and pairs traditional portfolio management with financial planning and pension consulting services. Investment activity tilts toward public equities—both individual stocks and exchange-traded funds—supported by mutual fund allocation where appropriate. The adviser also uses private placements to give eligible clients selective private-market exposure. As an accountant by trade, Jurkiewicz, Christopher integrates tax and accounting considerations into portfolio construction and placement decisions. The firm does not identify as an active ESG investor and maintains a single-state operating footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices