Unclaimed Profile

Jon Alan Segal

KRD WEALTH MANAGEMENT, LLC·SCHAUMBURG, Illinois

Series 65Clean record10 years registeredKRD WEALTH MANAGEMENT, LLC

1051 PERIMETER DRIVE, SCHAUMBURG, IL 60173CRD# 6623214Firm CRD# 317947

Profile Verification

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

Identity

Jon Alan Segal · SCHAUMBURG, IL

Registration

CRD #6623214 · KRD WEALTH MANAGEMENT, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KRD WEALTH MANAGEMENT, LLC

KRD WEALTH MANAGEMENT, LLC

Mar 2022 – Mar 2025

Schaumburg, IL

KRD FINANCIAL

Mar 2016 – Dec 2022

SCHAUMBURG, IL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 21, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KRD WEALTH MANAGEMENT, LLC

CRD 317947 · SEC 801-123175

AUM

$99M

Regulatory assets under management

Employees

292 client accounts

Services offered by KRD WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KRD WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jon Alan Segal offer?

Jon Alan Segal specializes in Financial Planning, Investment Management.

What are Jon Alan Segal's credentials?

Jon Alan Segal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Alan Segal located?

Jon Alan Segal is based in SCHAUMBURG, Illinois, last registered with KRD WEALTH MANAGEMENT, LLC.

How does Jon Alan Segal charge for services?

Jon Alan Segal's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KRD WEALTH MANAGEMENT, LLC?

KRD WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $99M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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