Jonathan Cressy, financial advisor Southport NC

Jonathan Cressy

CRD Number: 2274837
Current Firm: 3edge Asset Management, LP

Jonathan Cressy (CRD# 2274837) is an Investment Advisor Representative working at 3edge Asset Management, LP in Southport, NC and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
3edge Asset Management, LP Southport, NC Oct 2023 - Current < 1
3edge Asset Management, LP Irvine, CA Jan 2018 - Oct 2023 5
Foreside Fund Services, LLC Irvine, CA Jan 2018 - Apr 2020 2
Foreside Fund Services, LLC Cote De Caza, CA Oct 2017 - Dec 2017 < 1
3edge Asset Management, LP Coto De Caza, CA Sep 2017 - Dec 2017 < 1
Unemployed Coto De Caza, CA May 2017 - Aug 2017 < 1
Pimco Investments LLC Newport Beach, CA Feb 2011 - Apr 2017 6
Pacific Investment Management Company LLC Newport Beach, CA Nov 2002 - Apr 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1993
S65 NASAA Investment Advisors Law Examination Aug 1995
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for Jonathan B. Cressy
Phone Number: 844-903-3343
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,333
    MILLIONS
  • Total Number of Accounts
    2,248
    ACCOUNTS
  • Average Account Value
    $592,830
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

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