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Jacob John Krecic

Daymark Wealth Partners, LLC

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About Jacob John Krecic

Jacob John Krecic is a financial advisor with Daymark Wealth Partners, LLC. Jacob has been working in the financial services industry since 1998. Jacob holds the Series 7, Series 31, Series 63 and Series 65 licenses. He has also passed the SIE exam. Jacob is registered to provide investment advisory services in Ohio and Texas. He has over 14 years of experience with Wells Fargo Clearing Services, LLC.

Firm Information

Jacob Krecic is currently registered with Daymark Wealth Partners, LLC. Daymark Wealth Partners, LLC is an investment advisor headquartered in Cincinnati, Ohio. The firm has 19 investment advisor representatives and manages $3.94 billion in assets for 6,073 accounts. Daymark Wealth Partners provides financial planning and portfolio management services to individuals, high-net-worth individuals, trusts, corporations, charitable organizations, and pension and profit-sharing plans.
Daymark Wealth Partners, LLC

9675 MONTGOMERY ROAD

CINCINNATI, OH 45242

$3.94B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Krecic’s Registration & Firm History

OH

02/17/2023 - Present

Daymark Wealth Partners, LLC (CINCINNATI OH)

OH

03/05/2008 - 02/23/2023

WELLS FARGO CLEARING SERVICES, LLC (WESTLAKE OH)

OH

04/02/2007 - 03/07/2008

MORGAN STANLEY & CO., INCORPORATED (CLEVELAND OH)

OH

08/10/1998 - 04/02/2007

MORGAN STANLEY DW INC. (CLEVELAND OH)

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Licenses & Designations

IA

Issued 02/20/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/11/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 08/07/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob John Krecic.
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