Craig Joncas, financial advisor Portland ME
96 score

Craig Joncas

CRD Number: 5630983
Current Firm: Mid Atlantic Financial Management, Inc.

Craig Joncas (CRD# 5630983) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Portland, ME and has over 7 years of experience in the finance industry. Craig Joncas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mid Atlantic Capital Corporation Portland, ME Apr 2014 - Current 2
Mid Atlantic Financial Management, Inc. Portland, ME Apr 2014 - Current 2
Penobscot Financial Advisors Portland, ME Sep 2008 - Current 8
Ing Financial Partners, Inc. Portland, ME Sep 2009 - Apr 2014 4
Ing Financial Advisers, LLC Bangor, ME Dec 2010 - Jan 2011 < 1
Toyota New Zealand Pakerston North, May 2008 - Sep 2008 < 1
Bond University Australia, Aug 2007 - May 2008 < 1
North East Icescream South Portland, ME May 2007 - Aug 2007 < 1
University Of Maine Orono, ME Aug 2006 - May 2007 < 1
North East Icecream South Portland, ME May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Craig A. Joncas
Phone Number: 412-391-7077
Registered State(s):
  • AL
  • AK
  • CA
  • CT
  • FL
  • ME
  • MA
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    1,765
    MILLIONS
  • Total Number of Accounts
    7,294
    ACCOUNTS
  • Average Account Value
    $241,931
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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