JE
CFA · CFP
JE
CFA · CFP

Jonathan Tyler Emrick

15 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningInvestment ManagementEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
378 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$424.8M

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$1,800
Loading...

Location

700 Ghent Road, Suite 100, Akron, OH, 44333

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jonathan is a licensed insurance agent since 2017, but spends minimal time selling insurance products. This activity is investment-related.

Employment History
Current Registrations
True Wealth Design, LLC
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Strategic Advisers LLC
October 2010 - May 2018 · 7 yrs 7 mos
Fidelity Brokerage Services LLCBroker
August 2010 - May 2018 · 7 yrs 9 mos
Ameriprise Financial Services, INC.
July 2007 - March 2008 · 8 mos
Ameriprise Financial Services, INC.Broker
June 2007 - March 2008 · 9 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.