Joshua Krafchick, financial advisor Jacksonville FL

Joshua Krafchick

CRD Number: 6160475
Current Firm: 369 Financial LLC

Joshua Krafchick (CRD# 6160475) is an Investment Advisor Representative working at 369 Financial LLC in Jacksonville, FL and has over 10 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
369 Financial, LLC Jacksonville, FL Apr 2020 - Current 3
Standfast Asset Management, LLC Ponte Vedra Beach, FL Jun 2019 - Jan 2020 < 1
Cambridge Investment Research, Inc. Fairfield, IA Mar 2017 - Jun 2019 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2017 - Jun 2019 2
Bank Of America, N.a. Jacksonville, FL Aug 2013 - Mar 2017 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Jul 2013 - Mar 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Joshua D. Krafchick
Phone Number: 9043059050
Registered State(s):
  • FL
  • MD
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $80,206
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

FL, GA, MD

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