Joseph Majkowski

About Joseph Majkowski

As a Senior Relationship Manager with Schwab Advisor Services, I’m dedicated to helping independent Registered Investment Advisors (RIAs) reach their full potential. I consult with firms daily on a broad range of business issues – from best practices on business development, talent acquisition, and technology, to transitioning their practice to the next generation of leaders. I consider it a privilege to work with, and learn from, independent advisors every day. At Schwab, we have over 30 years of experience serving independent advisors, and have grown to serve over firms of every size. As the largest custodian of RIAs, we have deep experience and unique insights into the factors that drive business success. We’re continually focused on helping advisors turn those insights into action to create the firm they want. We have a deep commitment to the RIA industry, and are continually developing new ways to fuel our clients’ independence and innovate on their behalf.While every firm that I work with has unique strengths, I’ve found that most share a few common ideals; integrity, accountability and an entrepreneurial drive—and at the core, a passion for delivering the best possible experience for their clients. At Schwab we take this same approach, and I believe that’s why more independent advisors rely on us than any other custodian.To learn more about how Schwab Advisor Services can help your firm, call me at 94••••••96 or email me at: j••••••••@schwab.com.

Experience

1. Senior Relationship Manager, Schwab Advisor Services

   Schwab Advisor Services

   Nov 2019 — Present

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Education

• Marist University

  Bachelor of Science (BS), Management Information Systems and Services

  1997 — 2001

Skills

• Wealth Management
• Asset Allocation
• Mutual Funds
• Fixed Income
• Alternative Investments
• Series 63
• Finra
• Equities
• Series 24
• Securities
• Financial Services
• Series 7
• Asset Management
• Hedge Funds