JK
Jessica Krupnek
Client Services & 401(K) Operations at Daybreak Financial Partners
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Work Experience
Oct 2007 - Present · 17 years and 2 months
Client Services & 401(K) Operations
Jan 2022 - Present · 2 years and 11 months
Operations Support Specialist
Jul 2020 - Oct 2022 · 2 years and 3 months
Paraprofessional
Oct 2007 - Jul 2020 · 12 years and 9 months
Company Details
Daybreak Financial Partners—partnering with one another to best partner with you. You need clarity. Let us help you build a plan that enables you to gain confidence to live your life free from undue worries about your finances. Passion and compassion guide the way we serve our clients. Our professional satisfaction comes from helping you use your money to achieve your goals and gain financial confidence along the way. We've Got Your Back. And They've Got Ours. When you work with us, you get the personal attention of a boutique group, with the breadth and resources of Commonwealth Financial Network®, the number one independent broker/dealer supporting financial advisors for multiple years running. Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org/, www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OR, PA, SC, TX, VT, WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html. Investment advisory services may be offered through Commonwealth Financial Network, a registered investment adviser, Fixed insurance products are offered through CES Insurance Agency. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
100 Middle Street, Suite 205 Portland, ME 04101, US
Keywords
Financial PlanningFinancial AdvisoryInvestment ManagementInsurance PlannngRetirement Plansand Wealth ManagementWealth Management
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