Kris Lee Joslyn

Employer firm

Openarc Corporate Advisory, LLC CRD 336837

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 07/2012 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 01/2018 → 09/2025
  Bank Of America, N.A.
  Jacksonville, FL
• 09/2025 → Present
  Openarc Corporate Advisory, Llc
  Atlanta, GA

Previous Registrations

• 2013-01-14 → 2025-10-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  New York, NY
  Jacksonville, FL
  Jacksonville, FL
  Atlanta, GA

Other Businesses

(1)KRIS IS THE MUSIC DIRECTOR FOR BEACH UNITED METHODIST CHURCH AND PREPARES MUSIC FOR EACH WEEKEND PRESENTATION. HE ONLY WORKS DURING NON-TRADING HOURS, 4 HOURS PER WEEK. (2)1.FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: WILBUR MINISTRIES 3.INVESTMENT RELATED: (YES OR NO) NO 4.ADDRESS OF BUSINESS: 7463 GATE PARKWAY, SUITE 104-80, JACKSONVILLE, FLORIDA 32256 5.NATURE OF BUSINESS: CHARITABLE ORGANIZATION 6.YOUR POSITION, TITLE, ASSOCIATION: OTHER 7.START DATE OF RELATIONSHIP: 03/01/2011 8.NUMBER OF HOURS DEVOTED PER MONTH: 3 QUARTERLY 9.NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 10.YOUR DUTIES: WRITING ARRANGEMENTS AND SCORING SONGS. THIS INCLUDES TRANSFERRING AN AUDIO RECORDING TO WRITTEN MUSIC. RECORDING IN THE STUDIO. TRAVELING TO PERFORM BOTH DOMESTIC AND INTERNATIONAL.

Exams

• S66 Uniform Combined State Law Examination
  2012-11-14

Other Names

• Kristopher Lee Joslyn
• Joslyn Joslyn
• Kris Lee Joslyn
• Kris Joslyn