Joshua Krakowiak (CRD# 6209458) is an Investment Advisor Representative working at Cuso Financial Services in Pasadena, TX and has over 6 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Aug 2021 - Current | 2 |
| Jpmorgan Chase Bank, N.a. | League City, TX | Nov 2018 - Aug 2021 | 2 |
| J.p. Morgan Securities LLC | League City, TX | Nov 2018 - Aug 2021 | 2 |
| Unemployed | League City, TX | Sep 2018 - Oct 2018 | < 1 |
| Edward Jones | Friendswood, TX | Aug 2017 - Aug 2018 | 1 |
| Texas Legacy Wealth Management | San Antonio, TX | Jan 2014 - Jul 2017 | 3 |
| Lpl Financial LLC | San Antonio, TX | Jan 2014 - Jul 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- TX
-
Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
-
Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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