Jonathan P Kacmarcik
Investment adviser representative at Three Magnolias Financial Advisors
13 yearsExperience
1 stateRegistered in
$487.1MFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Private Client ServicesJun 2024 to now
- Three Magnolias Financial ServicesJan 2022 to now
- Three Magnolias Financial AdvisorsMay 2021 to now
- Docs InkMay 2021 to now
- Sea Scape PropertiesMay 2021 to now
- Southland AmusementsMay 2021 to now
- Blue Rock Wealth Management, LLCMay 2021 to Jan 2022
- Cetera Advisor NetworksApr 2021 to Jun 2024
- Bank of America, N.A.Jul 2014 to Mar 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2013 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Three Magnolias Financial Advisors
Legal name: Three Magnolias Financial Advisors, LLC
$487.1MAssets managed
618Clients
5Advisers
25 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
- 6213000
- Firm CRD
- 114471