Jonathan Kacmarcik has been an investment adviser representative at Three Magnolias Financial Advisors since May 2021, and is not listed among the firm’s executive officers or direct owners. Jonathan Kacmarcik holds a BA in Business Administration from Lindenwood University and an MBA from Lindenwood University.
Three Magnolias Financial Advisors, LLC is a Winston Salem, NC firm with $487M under management, 618 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Jonathan Kacmarcik works with pre-retirees, retirees and young professionals at Three Magnolias Financial Advisors on cash flow, investment allocation, tuition planning, estate planning and wealth transfer. Before joining the firm, he spent nine years at Merrill Lynch. He has over a decade of experience in financial planning.
Jonathan Kacmarcik’s longest registration was 7 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2014–2021). Before joining Three Magnolias Financial Advisors in 2021, Jonathan Kacmarcik was registered through Cetera Advisor Networks LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 5 yearsWrightsville Beach, NC · Adviser representative · Firm CRD 114471
- Cetera Advisor Networks LLC– · under a yearWrightsville Beach, NC · Adviser representative · Firm CRD 13572
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 7 yearsVenice, FL · Adviser representative · Firm CRD 7691
Professional designations
Listed by Three Magnolias Financial Advisors
- Chartered Retirement Planning Counselor (CRPC™)
- Chartered Retirement Plans Specialist (CRPS™)
Investment adviser representative registrations
Jonathan Kacmarcik is registered as an investment adviser representative in North Carolina, since May 2021.
- North CarolinaSince 21 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 May 2014 |
| Series 7 | General Securities Representative Examination | 28 January 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan P Kacmarcik
- CRD
- 6213000
- Firm
- Three Magnolias Financial Advisors · CRD 114471
- Office
- 232 CAUSEWAY DRIVE, UNIT 2A, Wrightsville Beach, NC 28480
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jonathan Kacmarcik work?
Jonathan Kacmarcik is an investment adviser representative registered through Three Magnolias Financial Advisors, LLC since May 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Kacmarcik a financial advisor?
Yes. Jonathan Kacmarcik has a current investment-adviser registration in North Carolina, through Three Magnolias Financial Advisors since May 2021.
How many years of experience does Jonathan Kacmarcik have?
Jonathan Kacmarcik has 12 years in the financial industry, since January 2014, across 3 adviser firms.
What exams has Jonathan Kacmarcik passed?
Jonathan Kacmarcik has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2014. FINRA credited Jonathan Kacmarcik with the SIE, which began in October 2018.
Where did Jonathan Kacmarcik work before Three Magnolias Financial Advisors?
Before Three Magnolias Financial Advisors, Jonathan Kacmarcik was registered through Cetera Advisor Networks LLC, May 2021 to May 2021; Merrill Lynch, Pierce, Fenner & Smith Incorporated, May 2014 to May 2021.
Where is Jonathan Kacmarcik based?
Jonathan Kacmarcik’s registered office is in Wrightsville Beach, NC.
Is Jonathan Kacmarcik registered with FINRA?
Yes. Jonathan Kacmarcik has a current broker registration, under CRD 6213000.
Source: FINRA BrokerCheck
How can I verify Jonathan Kacmarcik’s record?
Search CRD 6213000 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jonathan Kacmarcik’s full registration record.
