Craig
Joncas
Penobscot Financial Advisors
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About this Advisor
Craig Joncas is a certified financial planner working in Portland, Maine with 6 years of industry experience. Joncas works at Penobscot Financial Advisors. Joncas has gained experience at Ing Financial Partners, Inc, Penobscot Wealth Management D/B/A Penobscot Financial Advisors, Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. Joncas maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Maine. Penobscot Financial Advisors is an advisory firm that has its headquarters in Portland, ME. It has a total of eight people on staff. It oversees $331 million in total assets between its 2,053 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 2,053 client accounts, just 12% are associated with high-net-worth investors who have greater than $1 million in assets. Penobscot Financial Advisors has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial advisory services usually depend on which service is provided. Fees charged by Penobscot Financial Advisors most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Penobscot Financial Advisors Brokerage Details
$330,567,172
8
2,053
$161,017
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Craig Joncas Work History
Craig has been registered as a financial advisor for 6 years.*
Penobscot Wealth Management D/B/A Penobscot Financial Advisors
Mid Atlantic Capital Corporation
Mid Atlantic Financial Management, Inc
Ing Financial Partners, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Joncas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Penobscot Financial Advisors
Portland, ME
Portland, ME
Portland, ME
Bangor, ME
Portland, ME
Portland, ME
Portland, ME
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
