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.
Michael Brady & Company, LLC
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.