Jacob John Krecic
Investment adviser representative at Daymark Wealth Partners, LLC
17 yearsExperience
2 statesRegistered in
$5BFirm assets
4 yearsFirm in business
Are you Jacob John Krecic? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Daymark Wealth Partners, LLCFeb 2023 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2023
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Daymark Wealth Partners, LLC
$5BAssets managed
2,107Clients
37Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3072417
- Firm CRD
- 320878