Jesse Ray Pawlowski
Investment Adviser Representative at Advice AND Planning Services
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jesse Ray Pawlowski is an investment adviser representative with Advice and Planning Services in Waltham, MA, where they have been registered since 2026. They have worked in the securities industry since 2022 and have been registered with 4 firms, including Empower Advisory Group, LLC and South Shore Investment Services LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 26
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
- Broker:
3 states and territories
Massachusetts, New Hampshire, Rhode Island
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TIAAMay 2026 – no end date reportedWaltham, MA
- Tiaa-cref Individual & Institutional Services, LLCMay 2026 – no end date reportedWaltham, MA
- Equitable Advisors, LLCOct 2020 – Jan 2024New York, NY
- Blackrock Country ClubAug 2019 – Aug 2022Hingham, MA
- UnemployedJun 2019 – Aug 2019Weymouth, MA
- Granite TelecommunicationsJun 2018 – Jun 2019Quincy, MA
- University of Massachusetts at AmherstSep 2012 – May 2019Amherst, MA
- Linvio, Inc.Sep 2018 – Oct 2018Hingham, MA
- Steve Lewis SubaruApr 2018 – Aug 2018Hadley, MA
- Domino'sFeb 2018 – Apr 2018Hadley, MA
- Expressway Toyota ScionApr 2017 – Jan 2018Dorchester, MA
- McGee ToyotaSep 2016 – Mar 2017Hanover, MA
- UnemployedFeb 2024 – Jun 2024Weymouth, MA
- OutlierJun 2024 – Apr 2026Oakland, CA
- South Shore Investment Services, LLCNov 2024 – Apr 2025Norwell, MA
- Empower Advisory Group, LLCAug 2025 – Jan 2026Greenwood Village, CO
- Empower Financial Services, IncAug 2025 – Jan 2026Greenwood Village, CO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Advice AND Planning Services
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Firm account minimum
- $5,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,648
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-63550
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 6, 2026
View full firm profileOther advisors at Advice AND Planning Services
Showing 12 of 1,648 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jesse Ray Pawlowski has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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