Jonathan Kuczmarski, financial advisor Providence 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 Providence, RI and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Efficient Capital Strategies, LLC Providence, 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
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: 401-410-0202
Firm Website:
Registered State(s):
  • MA
  • RI
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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Clean Record
This advisor has a clean track record with regulators.

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