Jonathan B. Cressy

3EDGE ASSET MANAGEMENT, LP

Southport, NC

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CRD#: 2274837

Professional summary

Jonathan Brook Cressy, who also goes by Jonathan B Cressy, is a registered financial advisor currently at 3EDGE ASSET MANAGEMENT, LP located in Southport, North Carolina and VIGILANT DISTRIBUTORS, LLC located in Boston, Massachusetts.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Jonathan has worked at 7 firms and has passed the Series 63, Series 66, Series 65, Series 7TO, SIE, Series 3, Series 7, Series 2, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan B Cressy

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.

RED TRIANGLE PROPERTIES, LLC, 4449 MIDSHIPMAN CT., SOUTHPORT, NC, 28461, REAL ESTATE, BUY RENTAL REAL ESTATE FOR PASSIVE INCOME, MANAGER, START DATE 09/01/17, 4 HOURS PER MONTH WITH 0 DURING SECURITIES TRADING HOURS. Jonathan Cressy is registered with 3Edge Asset Management, LP, a SEC Registered Investment Advisor and Vigilant Distributors, LLC, an unaffiliated Broker Dealer.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Brook Cressy's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 11, 2017 - Present

3EDGE ASSET MANAGEMENT, LP

RIA

CRD#: 282059

Southport, NC

Current

October 9, 2024 - Present

VIGILANT DISTRIBUTORS, LLC

Office #1: 225 Franklin Street 26th Floor, Boston, MA 02110

CRD#: 285573

Boston, MA

Past

November 3, 2017 - May 12, 2020

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Irvine, CA

Past

February 14, 2011 - April 11, 2017

PIMCO INVESTMENTS LLC

CRD#: 154957

NEWPORT BEACH, CA

Past

January 2, 2003 - February 14, 2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

CRD#: 25567

NEWPORT BEACH, CA

Past

January 19, 1993 - September 9, 1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

January 19, 1993 - September 9, 1996

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

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".

3EDGE ASSET MANAGEMENT, LP

3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP

CRD#: 282059 / SEC#: 801-106982

RIA

Registered Investment Advisory firm - (12/28/2015 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

North Carolina
(11/9/2023)

North Carolina
(12/17/2024)

IAR

Texas
(12/9/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/16/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/9/2003

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/3/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/17/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 1/20/2003

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 12/26/2002

General Securities Representative Examination

General Industry/Product Exam

Series 2

Date: 9/26/1995

Non-Member General Securities Examination

General Industry/Product Exam

Series 6

Date: 1/15/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/17/2022

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

3EDGE ASSET MANAGEMENT, LP

3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP

CRD#: 282059 / SEC#: 801-106982

RIA

Registered Investment Advisory firm - (12/28/2015 Approved)

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Contact information

Main Address

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108

Mailing Address

Phone number

(844) 903-3343

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

3EDGE ADV PART 2A - JULY 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,211
AUM (Assets Under Management)	$ 1,663,823,851

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.

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Firm Stability Insights

Jonathan B. Cressy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Brook Cressy's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIGILANT DISTRIBUTORS, LLC

FORESIDE FUND SERVICES, LLC

PIMCO INVESTMENTS LLC

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

3EDGE ASSET MANAGEMENT, LP

State Registrations and Notice Filings

Exams

Series 63

Date: 12/16/2024

Series 66

Date: 1/9/2003

Series 65

Date: 8/3/1995

Series 7TO

Date: 8/17/2022

SIE

Date: 10/1/2018

Series 3

Date: 1/20/2003

Series 7

Date: 12/26/2002

Series 2

Date: 9/26/1995

Series 6

Date: 1/15/1993

Series 24

Date: 8/17/2022

FINRA

Current Firm

3EDGE ASSET MANAGEMENT, LP

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

3EDGE ASSET MANAGEMENT, LP

TRUST BUT VERIFY

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