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Jacob John Krecic

Daymark Wealth Partners, LLC

Westlake, OH

Cincinnati, OH

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Current Employers
Daymark Wealth Partners, Llc

9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-02-21
TX RA APPROVED 2023-02-17
  • OH RA
    APPROVED
    Since 2023-02-21
  • TX RA
    APPROVED
    Since 2023-02-17

Branch Locations

2211 Crocker Rd Suite 100, Westlake, OH 44145 • United States

9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Cleveland OH 05/2009 11/2016
Wells Fargo Clearing Services, Llc Cleveland OH 11/2016 02/2023
Daymark Wealth Partners Cleveland OH 02/2023 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Cleveland, OH
  • 11/2016 → 02/2023
    Wells Fargo Clearing Services, Llc
    Cleveland, OH
  • 02/2023 → Present
    Daymark Wealth Partners
    Cleveland, OH
Previous Registrations
  • 2008-03-06 → 2023-02-23
    Wells Fargo Clearing Services, Llc
    Cleveland, OH
    Westlake, OH
  • 2007-04-02 → 2008-03-07
    Morgan Stanley & Co. Llc
    Cleveland, OH
  • 2001-03-20 → 2007-04-02
    Morgan Stanley Dw Inc.
    Cleveland, OH
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-20
S63 Uniform Securities Agent State Law Examination 1998-09-11
  • S65 Uniform Investment Adviser Law Examination
    2001-02-20
  • S63 Uniform Securities Agent State Law Examination
    1998-09-11

View on SEC IAPD

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