Kristina Joy Budnik (CRD# 6746840) is an Investment Advisor Representative working at Jackson Square Capital, LLC in San Francisco, CA and has over 6 years of experience in the finance industry. Kristina Joy Budnik 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jackson Square Capital, LLC | San Francisco, CA | Sep 2018 - Current | 5 |
| Jpmorgan Chase Bank Na | San Francisco, CA | Jan 2017 - Sep 2018 | 1 |
| Scout Model And Talent Agency | San Francisco, CA | Oct 2013 - May 2017 | 3 |
| Exact Software | San Mateo, CA | Jul 2015 - Dec 2016 | 1 |
| Unemployed | Fremont, CA | Apr 2015 - Jun 2015 | < 1 |
| Caminar For Mental Health | San Mateo, CA | Feb 2014 - Mar 2015 | 1 |
| Wediko Children's Services | Windsor, NH | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- CA
-
Total Assets Under Management394MILLIONS
-
Total Number of Accounts551ACCOUNTS
-
Average Account Value$714,501
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, TX
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