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Jonathan Dale Riddle

SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC·EUGENE, Oregon
SIE, Series 7TO, Series 66Clean record2 years registeredSAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
101 EAST BROADWAY SUITE 480, EUGENE, OR 97401CRD# 7089916Firm CRD# 159419

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Dale Riddle · EUGENE, OR
Registration
CRD #7089916 · SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

EDWARD JONES
Jul 2024 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 66
Registration record
First registered · July 1, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
CRD 159419 · SEC 801-72857
AUM
$1.3B
Regulatory assets under management
Employees
14
592 client accounts
Services offered by SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC →
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05

Frequently Asked Questions

What services does Jonathan Dale Riddle offer?
Jonathan Dale Riddle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EUGENE, Oregon for a consultation.
What are Jonathan Dale Riddle's credentials?
Jonathan Dale Riddle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Dale Riddle located?
Jonathan Dale Riddle is based in EUGENE, Oregon, working with SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC. Their office serves clients in the EUGENE metropolitan area and surrounding communities.
How does Jonathan Dale Riddle charge for services?
Jonathan Dale Riddle's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC?
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC has approximately 14 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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Other Advisors at SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC

Alan Ray Rexius
EUGENE, OR
Jacob Paul Eld
EUGENE, OR
Dennis S Konrady
EUGENE, OR
Gregory Patrick Erwin
EUGENE, OR

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Research
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