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KJ

Kris L. Joslyn

OPENARC CORPORATE ADVISORY
ATLANTA, GA 30326
Some features on this profile are disabled
CRD#: 5581789
KJ

Professional summary

Kris Lee Joslyn, who also goes by Joslyn Joslyn, Kris Joslyn, Kristopher Lee Joslyn, is a registered financial advisor currently at OPENARC CORPORATE ADVISORY, LLC located in Atlanta, Georgia.

Kris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kris has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joslyn Joslyn | Kris Joslyn | Kristopher Lee Joslyn

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.
(1)KRIS IS THE MUSIC DIRECTOR FOR BEACH UNITED METHODIST CHURCH AND PREPARES MUSIC FOR EACH WEEKEND PRESENTATION. HE ONLY WORKS DURING NON-TRADING HOURS, 4 HOURS PER WEEK. (2)1.FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: WILBUR MINISTRIES 3.INVESTMENT RELATED: (YES OR NO) NO 4.ADDRESS OF BUSINESS: 7463 GATE PARKWAY, SUITE 104-80, JACKSONVILLE, FLORIDA 32256 5.NATURE OF BUSINESS: CHARITABLE ORGANIZATION 6.YOUR POSITION, TITLE, ASSOCIATION: OTHER 7.START DATE OF RELATIONSHIP: 03/01/2011 8.NUMBER OF HOURS DEVOTED PER MONTH: 3 QUARTERLY 9.NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 10.YOUR DUTIES: WRITING ARRANGEMENTS AND SCORING SONGS. THIS INCLUDES TRANSFERRING AN AUDIO RECORDING TO WRITTEN MUSIC. RECORDING IN THE STUDIO. TRAVELING TO PERFORM BOTH DOMESTIC AND INTERNATIONAL.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kris Lee Joslyn's CRS (Customer Relationship Summary).
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

October 3, 2025 - Present

OPENARC CORPORATE ADVISORY, LLC

Office #1: 3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326
RIA
CRD#: 336837
ATLANTA, GA
Past

January 14, 2013 - October 10, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ATLANTA, GA
Past

August 21, 2012 - October 10, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ATLANTA, GA
Past

September 3, 2008 - November 1, 2010

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
JACKSONVILLE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OC
OPENARC CORPORATE ADVISORY, LLC
1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC

CRD#: 336837 / SEC#: 801-133754

RIA
Registered Investment Advisory firm - (7/8/2025 Approved)

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
Georgia
(10/3/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/14/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/4/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/2/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

OC
OPENARC CORPORATE ADVISORY, LLC
1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC

CRD#: 336837 / SEC#: 801-133754

RIA
Registered Investment Advisory firm - (7/8/2025 Approved)
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Contact information

Main Address
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326
Mailing Address
Phone number
(844) 648-6001
Established
Firm type
Fiscal year end
# of Employees
140

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

1330 ADVISORS ADV PART 2A (10/2/2025)

Regulatory assets under management

Total Number of Accounts492
AUM (Assets Under Management)$ 443,705,451

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.

Company Information

OPENARC CORPORATE ADVISORY, LLC

CRD#: 336837Atlanta, GA 30326

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