Unclaimed Profile

Jonathan Tyler Emrick

TRUE WEALTH DESIGN, LLC·AKRON, Ohio

SIE, Series 7, Series 63, Series 66CFP CFAClean record19 years registeredTRUE WEALTH DESIGN, LLC

700 GHENT ROAD, AKRON, OH 44333CRD# 5331629Firm CRD# 143194

Profile Verification

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

Identity

Jonathan Tyler Emrick · AKRON, OH

Registration

CRD #5331629 · TRUE WEALTH DESIGN, LLC · 19 years registered

Brand Profile

Not yet started

Career History

TRUE WEALTH DESIGN, LLC

Jul 2018 – present

STRATEGIC ADVISERS LLC

Oct 2010 – May 2018

LAKEWOOD, OH

AMERIPRISE FINANCIAL SERVICES, INC.

Jul 2007 – Mar 2008

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · July 3, 2007

Years registered · 19

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUE WEALTH DESIGN, LLC

CRD 143194 · SEC 801-113277

AUM

$561M

Regulatory assets under management

Employees

1,537 client accounts

Services offered by TRUE WEALTH DESIGN, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRUE WEALTH DESIGN, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Tyler Emrick offer?

Jonathan Tyler Emrick specializes in Financial Planning, Investment Management. Contact their office in AKRON, Ohio for a consultation.

What are Jonathan Tyler Emrick's credentials?

Jonathan Tyler Emrick holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jonathan Tyler Emrick located?

Jonathan Tyler Emrick is based in AKRON, Ohio, working with TRUE WEALTH DESIGN, LLC. Their office serves clients in the AKRON metropolitan area and surrounding communities.

How does Jonathan Tyler Emrick charge for services?

Jonathan Tyler Emrick'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 TRUE WEALTH DESIGN, LLC?

TRUE WEALTH DESIGN, LLC has approximately 14 employees and manages $561M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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