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Director and Chief Executive Officer · NED Davis Research, Inc.

Paul M. Jakubowicz

CRD 6024566 · Named on Form ADV at one SEC-registered adviser

At a glance

NED Davis Research, Inc., an SEC-registered asset manager based in Sarasota, FL with $2 million in regulatory assets, lists Paul M. Jakubowicz on its Form ADV as Director and Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Paul’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • James A. McQueeneyChief Compliance Officer, Director Market Data & Production, NED Davis Research, Inc.
  • Brian T. SanbornChief Operations Officer, Head of Investment Solutions, NED Davis Research, Inc.
  • Nina C. BestBoard Member, Chief Legal Officer, Secretary, NED Davis Research, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.