Jonathan P Kacmarcik
Investment Adviser Representative at Three Magnolias Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan P. Kacmarcik is an investment adviser representative with Three Magnolias Financial Advisors in Wrightsville Beach, NC, where they have been registered since 2021. They have worked in the securities industry since 2014 and have been registered with 3 firms, including Cetera Advisor Networks LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
2 states and territories
Florida, North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2013 – Mar 2021Wilmington, NC
- BANK OF America, N.A.Jul 2014 – Mar 2021Wilmington, NC
- Cetera Advisor NetworksApr 2021 – Jun 2024El Segundo, CA
- DOCS INKMay 2021 – no end date reportedWrightsville Beach, NC
- SEA Scape PropertiesMay 2021 – no end date reportedWrightsville Beach, NC
- Southland AmusementsMay 2021 – no end date reportedWrightsville Beach, NC
- BLUE ROCK Wealth Management, LLCMay 2021 – Jan 2022Winston-salem, NC
- Three Magnolias Financial ServicesJan 2022 – no end date reportedWinston Salem, NC
- Private Client ServicesJun 2024 – no end date reportedWrightsville Beach, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Three Magnolias Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $100,000 (waivable)
- Schwab - First $2,500,0001.50%
- Schwab - Next $2,500,0001.25%
- Schwab - Balance above $5,000,0001.00%
- Sub-Advisor - First $2,500,0002.00%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personalized financial guidance for every stage of life, including wealth building, retirement preparation, and estate planning, delivered with fiduciary advice and a high-tech, high-touch service model.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Winston Salem, NC
- SEC file number:
- 801-60460
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Three Magnolias Financial Advisors
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan P Kacmarcik has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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