Jeffery Kenneth Goralczyk

Employer firm

Knights Of Columbus Asset Advisors LLC CRD 174129

$30.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → Present
  Knights Of Columbus Asset Advisors Llc
  New Haven, CT
• 09/2000 → Present
  Knights Of Columbus Insurance
  New Haven, CT

Other Businesses

Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start date: 09/2000, 120 hours a month National Association of Fraternal Insurance Councilor's, non-investment related, nonprofit association for FIC, State President, 09/2000, 1 hour monthly, run quarterly meetings and 1 annual association meeting National Association of Insurance and Financial Advisors, non-investment related, nonprofit association for insurance and advisors, 12-2000, 2 hours monthly, attend bimonthly meetings, call on membership prospects and current members. St. Martin de Porres Finance council, non-investment related, nonprofit church, president, 1995, 2 hours monthly, meet monthly to review church finances and budget. Redevelopment Commission Syracuse, IN, non-investment related, president, 10-2020, 2 hours monthly, attend monthly meetings to review business development in the community and work on bringing businesses to the community. Pickwick Theatres, LLC, non-investment related, Syracuse, IN, movie theatre, vice president 5-2022, 40 hours monthly, work the retail theatre as needed and behind the scenes running the business, ie bookkeeping. Jagforce, LLC, non-investment related, Syracuse, IN, property holdings, president 5-2022, 8 hours monthly, bookkeeping.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-14

Other Names

• Jeff Goralczyk
• Jeffery Goralczyk