Jonathan David Kuczmarski
Professional Summary
Jonathan David Kuczmarski is a registered financial advisor currently at EFFICIENT CAPITAL STRATEGIES, LLC located in Providence, Rhode Island. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jonathan has worked at 7 firms and has passed the Series 65, Series 66, Series 7 and Series 55 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
24 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
EFFICIENT CAPITAL STRATEGIES, LLC
Contact Information
Main Address
310 Maple Ave., Barrington, RI 02806Phone Number
(401) 410-0202# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
14AUM (Assets Under Management)
$11,611,284Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(5/3/2017)
(3/25/2021)
(5/17/2016)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Aug 2002Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan David Kuczmarski's CRS (Customer Relationship Summary).
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