Jonathan D. Kondracki

KONDRACKI GROUP

Hingham, MA 02043

Some features on this profile are disabled

CRD#: 4199317

Professional summary

Jonathan Dennis Kondracki is a registered financial advisor currently at KONDRACKI GROUP INC. located in Hingham, Massachusetts.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jonathan has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I currently have an active Massachusetts Resident Business Entity Producer License & Massachusetts Resident Individual Producer License. Both licenses have Health and Life Lines of Insurance. I work with employers developing employee benefit packages. The benefit packages would include both employer and employee sponsored insurance coverages. My firm, the Kondracki Group Inc, receives commission(s) from the Insurance Carrier(s) where the particular line(S) of coverage(s) is/are placed.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Dennis Kondracki's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 12, 2017 - Present

KONDRACKI GROUP INC.

Office #1: 18 Shipyard Drive Suite 2a, Hingham, MA 02043

RIA

CRD#: 287969

Hingham, MA

Past

October 14, 2002 - October 15, 2004

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

October 11, 2000 - June 17, 2002

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(5/12/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/22/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/13/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/10/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KONDRACKI GROUP INC.

CRD#: 287969 / SEC#:

Massachusetts

Registered Investment Advisory firm - (5/12/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

18 Shipyard Drive Suite 2a, Hingham, MA 02043

Mailing Address

Phone number

(617) 874-0335

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 78,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jonathan D. Kondracki

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Dennis Kondracki's CRS (Customer Relationship Summary).

Certified licenses

Experience

KONDRACKI GROUP INC.

QUICK & REILLY, INC.

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/2017

Series 63

Date: 11/13/2000

Series 6

Date: 10/10/2000

Current Firm

KONDRACKI GROUP INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KONDRACKI GROUP INC.

TRUST BUT VERIFY

Similar Advisors