Advisors at this firm
Richard K
Series 63, Series 65
Richmond, VA
Cobblestone Asset Management
Richard Krafcik is a financial advisor at Cobblestone Asset Management in Richmond, VA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Financial Group since 2017. Krafcik serves on the steering team for Passion Community Church and is a board member of FC Richmond, a nonprofit soccer organization. Cobblestone Asset Management provides discretionary portfolio management to individuals, corporations, and other advisors, emphasizing tailored investment advice with a mix of ETFs, equities, fixed income, and alternative assets. The firm employs multiple analytical methods and offers services including a wrap fee program and a platform for third-party advisors.
Jason D
Series 63, Series 65
Richmond, VA
Cobblestone Asset Management
Jason Dodzik is a financial advisor at Cobblestone Asset Management in Richmond, VA, with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Independent Financial Group, Osaic Wealth, and Gallagher Fiduciary Advisors. Outside of his advisory role, he is involved in insurance services, acting as a life and long-term care insurance agent. Cobblestone Asset Management provides discretionary portfolio management to individuals, corporations, and other advisors, emphasizing ETFs alongside a range of asset classes. The firm employs multiple analytical methods and offers a platform for third-party advisors, managing both long- and short-term trading strategies under discretionary authority.
Eric J
CFP®, CFA®, Series 66
Richmond, VA
Cobblestone Asset Management
Eric Jackson is a CFP® and CFA® credentialed financial advisor with five years of industry experience. He has worked at Cobblestone Asset Management and the Independent Financial Group since 2020 and previously held roles at Envestnet MONEY GUIDE PRO and Capitol Securities Management Inc. Outside of his advisory work, he serves as an officer on the board of the Sigma Alpha Epsilon fraternity, managing alumni relations. Cobblestone Asset Management provides discretionary portfolio management to individuals, corporations, and other advisors, tailoring investment advice to client goals with an emphasis on ETFs and a range of asset classes. The firm employs a variety of analytical methods and offers a platform used by third-party advisors.
Ronald S
Series 63, Series 65
Richmond, VA
Cobblestone Asset Management
Ronald Stack is a financial advisor at Cobblestone Asset Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Independent Financial Group and National Planning Corporation. He has been associated with Cobblestone Asset Management since 2007 and operates Stack Financial Group for tax purposes. Cobblestone Asset Management provides discretionary portfolio management to individuals, corporations, and other advisors, emphasizing tailored investment strategies that include ETFs, equities, fixed income, and alternative assets. The firm employs multiple analytical methods and offers a platform used by third-party advisors alongside its own advisory services.