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Joshua Daniel Krafchick

369 Financial LLC

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About Joshua Daniel Krafchick

Joshua Krafchick is an investment advisor representative with 369 Financial LLC. Joshua has been in the financial services industry since July 2013, and has held various positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cambridge Investment Research, Inc., and Standfast Asset Management, LLC. Joshua holds a Series 66 and Series 7 license. Joshua specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Joshua is also a public speaker, author, and blogger.

Firm Information

Joshua Krafchick is currently registered with 369 Financial LLC. 369 Financial LLC is a financial advisor headquartered in . The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. 369 Financial LLC manages $7,699,759 in regulatory assets under management for 96 clients. The firm does not have a wrap fee program.

$7.70M

Assets Under Management

Not reported

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

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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Joshua Krafchick’s Registration & Firm History

FL

08/08/2023 - Present

369 Financial LLC (JACKSONVILLE FL)

FL

03/16/2017 - 06/14/2019

CAMBRIDGE INVESTMENT RESEARCH, INC. (JACKSONVILLE FL)

FL

07/31/2013 - 03/15/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

FL

04/16/2013 - 05/23/2013

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 08/09/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Daniel Krafchick.
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