Unclaimed Profile

Craig Arthur Joncas

PENOBSCOT WEALTH MANAGEMENT·PORTLAND, Maine

Clean recordPENOBSCOT WEALTH MANAGEMENT

ONE MONUMENT SQUARE, PORTLAND, ME 04101CRD# 5630983Firm CRD# 286211

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Arthur Joncas · PORTLAND, ME

Registration

CRD #5630983 · PENOBSCOT WEALTH MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Craig Arthur Joncas is a registered financial advisor based in PORTLAND, Maine, affiliated with PENOBSCOT WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Craig

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Craig is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

PENOBSCOT WEALTH MANAGEMENT

PENOBSCOT FINANCIAL ADVISORS

AUM

$405M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PENOBSCOT WEALTH MANAGEMENT →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5630983

Firm CRD# 286211

View on FINRA BrokerCheck →

Looking for a financial advisor in PORTLAND?

Browse all registered financial advisors in PORTLAND, Maine or claim this profile if it's yours.

Browse PORTLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Craig Arthur Joncas offer?

Craig Arthur Joncas specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Maine for a consultation.

What are Craig Arthur Joncas's credentials?

Craig Arthur Joncas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Arthur Joncas located?

Craig Arthur Joncas is based in PORTLAND, Maine, working with PENOBSCOT WEALTH MANAGEMENT. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Craig Arthur Joncas charge for services?

Craig Arthur Joncas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENOBSCOT WEALTH MANAGEMENT?

PENOBSCOT WEALTH MANAGEMENT has approximately 12 employees and manages $405M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →