JS
Jonathan H. Seed
SEED WEALTH MANAGEMENT
Evanston, IL
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CRD#: 1892011
JS
Professional summary
Jonathan Halleck Seed, who also goes by Jon Seed, is a registered financial advisor currently at SEED WEALTH MANAGEMENT, INC. located in Evanston, Illinois.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Jonathan has worked at 4 firms and has passed the Series 66, Series 63, Series 3, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jon Seed
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MIGHTNEST, LLC:
PASSIVE INVESTOR
ONLINE RETAILER
PREFERRED SHARES
EMPOWER CAMAIGNS:
SEED, JONATHAN
NAME OF BUSINESS OR INVOLVEMENT FOUNDERS EQUITY FUND I LLC
DESCRIPTION SEED EQUITY INVESTMENT FUND
TITLE/ROLE LIMITED PARTNER INVESTOR
STATUS PASSIVE
IS THIS ACTIVITY EXCLUSIVELY CHARITABLE, CIVIC, RELIGIOUS OR FRATERNAL AND RECOGNIZED AS TAX EXEMPT? NO
DOES THE ACTIVITY REQUIRES DISCRETION OVER ANY BROKERAGE ACCOUNT OR ANY INVESTMENT RELATED ACTIVITY? NO
NATURE OF INVOLVEMENT PASSIVE INVESTOR
AMOUNT OF TIME INVESTED MONTHLY
% INTEREST < 5%
AMOUNT INVESTED: 50000.00
TYPE OF INTEREST OWNED
DATE COMMENCED (APPROX.): 12/31/2013
DATE CONCLUDED
ENTRY DATE 12/12/2
SOCIAL MEDIA NETWORK START-UP
INVESTOR ONLY
SEED, JONATHAN
NAME OF BUSINESS OR INVOLVEMENT INTERACT MEDIA, LLC
DESCRIPTION SOFTWARE AND ONLINE MEDIA AGGREGATOR
TITLE/ROLE LIMITED PARTNER
STATUS PASSIVE
PASSIVE INVESTOR
AMOUNT OF TIME INVESTED MONTHLY
% INTEREST LESS THEN 5%
AMOUNT INVESTED: 35000.00
TYPE OF INTEREST OWNED CONVERTIBLE PREFERRED UNITS
DATE COMMENCED (APPROX.): 03/08/2013
DATE CONCLUDED 03/29/2013
ENTRY DATE 03/06/2013
SEED, JONATHAN
NAME OF BUSINESS OR INVOLVEMENT INTERACT MEDIA, LLC
DESCRIPTION SOFTWARE AND ONLINE MEDIA AGGREGATOR
TITLE/ROLE LIMITED PARTNER
STATUS PASSIVE
IS THIS ACTIVITY EXCLUSIVELY CHARITABLE, CIVIC, RELIGIOUS OR FRATERNAL AND RECOGNIZED AS TAX EXEMPT? NO
DOES THE ACTIVITY REQUIRES DISCRETION OVER ANY BROKERAGE ACCOUNT OR ANY INVESTMENT RELATED ACTIVITY? NO
NATURE OF INVOLVEMENT PASSIVE INVESTOR
AMOUNT OF TIME INVESTED MONTHLY
% INTEREST LESS THEN 5%
AMOUNT INVESTED: 35000.00
TYPE OF INTEREST OWNED CONVERTIBLE PREFERRED UNITS
DATE COMMENCED (APPROX.): 03/08/2013
DATE CONCLUDED
ENTRY DATE 03/06/2013
SEED, JONATHAN
NAME OF BUSINESS OR INVOLVEMENT COLOVORE LLC
DESCRIPTION RETAIL DATA COLLECTION CENTER FOR SERVERS, PROVDING POWER, BACK-UP AND RACK SPACE
TITLE/ROLE LIMITED PARTNER INVESTOR
STATUS PASSIVE
IS THIS ACTIVITY EXCLUSIVELY CHARITABLE, CIVIC, RELIGIOUS OR FRATERNAL AND RECOGNIZED AS TAX EXEMPT? NO
DOES THE ACTIVITY REQUIRES DISCRETION OVER ANY BROKERAGE ACCOUNT OR ANY INVESTMENT RELATED ACTIVITY? YES
NATURE OF INVOLVEMENT PASSIVE INVESTOR
AMOUNT OF TIME INVESTED MONTHLY
% INTEREST LESS THEN 2%
AMOUNT INVESTED: 75000.00
TYPE OF INTEREST OWNED INVESTOR UNITS
DATE COMMENCED (APPROX.): 06/05/2013
DATE CONCLUDED
ENTRY DATE 06/05/2013
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Halleck Seed's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 3, 2014 - Present
SEED WEALTH MANAGEMENT, INC.
RIA
CRD#: 171920
Evanston, IL
Past
July 31, 2009 - June 27, 2014
NATWEST MARKETS SECURITIES INC.
BD
CRD#: 11707
CHICAGO, IL
Past
September 22, 1994 - July 30, 2009
CREDIT SUISSE SECURITIES (USA) LLC
BD
CRD#: 816
CHICAGO, IL
Past
June 25, 1993 - September 3, 1993
CREDIT SUISSE SECURITIES (USA) LLC
BD
CRD#: 816
NEW YORK, NY
Past
December 23, 1992 - December 10, 1993
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
BD
CRD#: 332
Past
February 13, 1990 - December 10, 1993
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
BD
CRD#: 332
SAN MATEO, CA
Past
April 10, 1989 - August 4, 1992
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
BD
CRD#: 332
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SEED WEALTH MANAGEMENT, INC.
SEED WEALTH MANAGEMENT, INC.
CRD#: 171920 / SEC#: 801-123622
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)Illinois
Registered Investment Advisory firm - (12/31/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/31/2022)
IAR
Illinois(9/3/2014)
IAR
Massachusetts(12/16/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
SEED WEALTH MANAGEMENT, INC.
SEED WEALTH MANAGEMENT, INC.
CRD#: 171920 / SEC#: 801-123622
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)Illinois
Registered Investment Advisory firm - (12/31/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Evanston, IL
Mailing Address
1220 Sherman Ave, Evanston, IL 60202
Phone number
(312) 771-6900
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 31 |
| AUM (Assets Under Management) | $ 171,096,736 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
