Unclaimed Profile

Jonathan Brook Cressy

3EDGE ASSET MANAGEMENT, LP·NAPLES, Florida

SIE, Series 2, Series 3, Series 6, Series 7, Series 7TO, Series 24, Series 63, Series 65, Series 66Clean record8 years registered3EDGE ASSET MANAGEMENT, LP

999 VANDERBILT BEACH ROAD, NAPLES, FL 34108CRD# 2274837Firm CRD# 282059

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Brook Cressy · NAPLES, FL

Registration

CRD #2274837 · 3EDGE ASSET MANAGEMENT, LP · 8 years registered

Brand Profile

Not yet started

Career History

VIGILANT DISTRIBUTORS, LLC

Oct 2024 – present

3EDGE ASSET MANAGEMENT, LP

Oct 2017 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 3

Series 6

Series 7

Series 7TO

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · October 11, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

3EDGE ASSET MANAGEMENT, LP

CRD 282059 · SEC 801-106982

AUM

$1.3B

Regulatory assets under management

Employees

2,216 client accounts

Services offered by 3EDGE ASSET MANAGEMENT, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 3EDGE ASSET MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Jonathan Brook Cressy offer?

Jonathan Brook Cressy specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NAPLES, Florida for a consultation.

What are Jonathan Brook Cressy's credentials?

Jonathan Brook Cressy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Brook Cressy located?

Jonathan Brook Cressy is based in NAPLES, Florida, working with 3EDGE ASSET MANAGEMENT, LP. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Jonathan Brook Cressy charge for services?

Jonathan Brook Cressy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 3EDGE ASSET MANAGEMENT, LP?

3EDGE ASSET MANAGEMENT, LP has approximately 19 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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