JK
Jonathan P. Kacmarcik
THREE MAGNOLIAS FINANCIAL ADVISORS
WRIGHTSVILLE BEACH, NC 28480
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CRD#: 6213000
JK
Professional summary
Jonathan P Kacmarcik, who also goes by Jonathan Paul Kacmarcik, is a registered financial advisor currently at THREE MAGNOLIAS FINANCIAL ADVISORS located in Wrightsville Beach, North Carolina and PRIVATE CLIENT SERVICES, LLC located in Wrightsville Beach, North Carolina.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jonathan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan Paul Kacmarcik
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) Three Magnolias Financial Advisors. 232 Causeway Drive 2A, Wrightsville Beach, NC 28480. IRA. 40 hrs/mo; 40 during trading hrs. 2) Southland Entertainment. 1611 Castle Hayne Rd, Wilmington, NC 28401. Southland Entertainment provides juke boxes, pool tables, arcade games, and regulated gaming terminals to family entertainment centers, restaurants, gas stations, truck stops, bowling alleys. Administration. It's a family business which I have limited involvement. 4 hrs/mo; 0 during trading hrs. Not investment related. 3) 130 Green Forst Drive, 130 Green Forest Drive, Wilmington, NC 28409. Single family home that I rent out as a long term rental. Owner of the home. 1 hr/mo; 0 during trading hrs. Not investment related. 4) Docs Ink. 232 Causeway Drive, 2C, Wrightsville Beach, NC, 28480. Docs Ink is a medical company that sells telehealth services. Administrative. I have little to no involvement with this company. 1 hr/mo; 0 during trading hrs. Not investment related. 5) Sea Scape Properties. 232 Causeway Drive, 2C, Wrightsville Beach, NC 28480. Short term and long term vacation rentals. Admin. 2 hrs/mo; 0 during trading hrs. Not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan P Kacmarcik'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®
NoneExperience
Current
May 21, 2021 - Present
THREE MAGNOLIAS FINANCIAL ADVISORS
Office #1: 232 Causeway Drive Unit 2a, Wrightsville Beach, NC 28480RIA
CRD#: 114471
WRIGHTSVILLE BEACH, NC
Current
June 10, 2024 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 232 Causeway Dr #2-a, Wrightsville Beach, NC 28480RIA
BD
CRD#: 120222
Wrightsville Beach, NC
Past
May 5, 2021 - May 21, 2021
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
WRIGHTSVILLE BEACH, NC
Past
April 26, 2021 - June 12, 2024
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
WRIGHTSVILLE BEACH, NC
Past
May 2, 2014 - May 5, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
VENICE, FL
Past
January 28, 2014 - May 5, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
VENICE, 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".
TM
THREE MAGNOLIAS FINANCIAL ADVISORS
BLUE ROCK ADVISORS, LLC | THREE MAGNOLIAS FINANCIAL ADVISORS, LLC | THREE MAGNOLIAS FINANCIAL ADVISORS | HUNT COLLINS & ASSOCIATES, LLC | BLUE ROCK WEALTH MANAGEMENT, LLC
CRD#: 114471 / SEC#: 801-60460
RIA
Registered Investment Advisory firm - (7/30/2001 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(6/10/2024)
IAR
North Carolina(5/21/2021)
RR
North Carolina(6/10/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TM
THREE MAGNOLIAS FINANCIAL ADVISORS
BLUE ROCK ADVISORS, LLC | THREE MAGNOLIAS FINANCIAL ADVISORS, LLC | THREE MAGNOLIAS FINANCIAL ADVISORS | HUNT COLLINS & ASSOCIATES, LLC | BLUE ROCK WEALTH MANAGEMENT, LLC
CRD#: 114471 / SEC#: 801-60460
RIA
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Contact information
Main Address
110 Oakwood Drive Suite 480, Winston Salem, NC 27103
Mailing Address
Phone number
(336) 701-1600
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,471 |
| AUM (Assets Under Management) | $ 414,201,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
