Jonathan EmrickCRD Number: 5331629
Current Firm: Strategic Advisers, Inc.
Jonathan Emrick (CRD# 5331629) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Cleveland, OH and has over 6 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
|Fidelity Investments||Covington, KY||May 2010 - Current||6|
|Unemployed||Cincinnati, OH||Sep 2009 - May 2010||< 1|
|Aerotek||Mason, OH||Apr 2008 - Sep 2009||1|
|Ameriprise Financial Services,inc.||Cincinnati, OH||May 2007 - Mar 2008||< 1|
|Miami University||Oxford, OH||Aug 2003 - May 2007||3|
|Buffalo Wild Wings||Oxford, OH||Jan 2007 - Apr 2007||< 1|
|Balcony Bar||Oxford, OH||Nov 2006 - Apr 2007||< 1|
|Nations Rent (sunbelt Rentals)||Columbus, OH||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2010|
|S66||NASAA Uniform Combined State Law Examination||Nov 2010|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV
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