John Edward Krol

Current Employers

Employment History

• 06/2006 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 04/2006 → Present
  Legacy Advisors, Llc
  Plymouth Meeting, PA

Other Businesses

1) Life Insurance Agent Appointed with Various Companies. 2) ECP; 211 North 13th Street, Suite 701, Plymouth Meeting, PA 19462; 2006; Advisor; Not Investment Related; 1 hour/month; 1 hour/month during business hours. 3) Legacy Advisors, LLC; 401 Plymouth Road, Suite 150, Plymouth Meeting, PA 19462; 05/23/2016; Wealth Planner; Provide investment and/or financial planning advice/services to clients; Investment Related; 200 hours/month; 200 hours/month during business hours. 4) The Legacy Foundation; Portland, OR; Board of Directors; Non-Profit; Not Investment Related; 5 hours/month; 5 hours/month during business hours; No Compensation. 5) Independent, Portland, OR; Investment-Related; Position: Private Placement sales; 1 hr per week during trading hours. 6) Merakey; 350 Sentry Parkway East, Blue Bell, PA 19422; Board Member; Attend meetings, provide advice; Not Investment Related; 1 hour/month; 1 hour/month during trading hours. 7) Life Tree Pharmacy; 5 Blue Heron Drive, Collegeville, PA 19246; 11/09/2020; Board President; Oversee compliance and fiscal performance of Life Tree Pharmacy; Not Investment Related; 2 hours/month; 1 hour/month during trading hours. 8) Legacy Advisors; 5 Apollo Road, Plymouth Meeting PA 19462; M Financial Member Firm Affiliation; Investment Related; Client Advisor; Advising clients; 11/09/2013; 160 hr/mo; 160 hr/mo during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-22
• S63 Uniform Securities Agent State Law Examination
  1995-03-21

Other Names

• John Edward Krol
• John Edward Kroll