Jonathan Kuczmarski, financial advisor Barrington RI
93 score

Jonathan Kuczmarski

CRD Number: 4555863
Current Firm: Efficient Capital Strategies, LLC

Jonathan Kuczmarski (CRD# 4555863) is an Investment Advisor Representative working at Efficient Capital Strategies, LLC in Barrington, RI and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Efficient Capital Strategies, LLC Barrington, RI May 2016 - Current < 1
Whalerock Point Partners, LLC Providence, RI Feb 2014 - Apr 2016 2
Aldershot Capital, LLC Manhasset, NY May 2010 - Jan 2014 3
John Picone Incorporated Lawrence, NY Oct 2009 - Apr 2010 < 1
Assent LLC New York, NY Apr 2009 - Oct 2009 < 1
Fordham Business School New York, NY Apr 2006 - Mar 2009 2
Seligman Advisors, Inc. New York, NY Sep 2006 - Jan 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2006
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Jonathan D. Kuczmarski
Phone Number: 415-913-0109
Registered State(s):
  • RI
Current Firm Details
Efficient Capital Strategies, LLC
Firm's CRD Number: 283922
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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