369 Financial LLC

369 Financial LLC (CRD# 307530) is a financial advisory firm headquartered in Jacksonville, FL. They manage $7,699,759 in 96 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

FL, GA, MD

Financial Advisors at 369 Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joshua D. Krafchick
CRD#: 6160475
9428 Baymeadows Rd, Suite 502, Jacksonville, FL 32256

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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