Jonathan Dries (CRD# 4444659) is an Investment Advisor Representative working at Exi Investment Partners in Lake Forest, IL and has over 20 years of experience in the finance industry.
CRD# 4316392
Spc
CRD# 5438918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2236571
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Exi Investment Partners | Lake Forest, IL | Feb 2020 - Current | 4 |
| Parallel49 Equity | Lake Forest, IL | Aug 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
| S63 | Uniform Securities State Law Examination | Feb 2004 |
- IL
-
Total Assets Under Management27MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$8,900,000
- Performance-based fees
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
IL
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