Jonathan D. Wride

CRAFTED FINANCE

Seattle, WA 98136

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CRD#: 5634043

Professional summary

Jonathan David Wride, CFP®, who also goes by Joe David Wride, Jon Wride, Jonathan Wride, is a registered financial advisor currently at CRAFTED FINANCE, LLC located in Seattle, Washington.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jonathan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Education Planning

Insurance Planning

Business Succession Planning

Employee and Employer Plan Ben...

Retirement Planning

Retirement Income Management

Socially Responsible Investing

Health Care

Investment Planning

Tax Planning

Inheritance

Social Security Planning

Debt Management

Comprehensive Financial Planni...

Small Business Planning

Long-term Care

Life Transitions

Estate Planning

Do you have an area of expertise or specialization?

Annuities

AUM

Baby Boomers

Business Owners

Cash Flow/Budgets/Credit Issue...

Charitable Giving

Are you a "fiduciary"?

Yes

Aliases

Joe David Wride | Jon Wride | Jonathan Wride

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.

Joe Wride is the joint owner of rental property located at 4117 SW Holly St. Seattle WA, 98136. This activity is not investment related and this activity amounts to 1hour of his time outside of trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Wride'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

June 1, 2016 - Present

CRAFTED FINANCE, LLC

Office #1: 6523 California Ave Sw #45, Seattle, WA 98136

RIA

CRD#: 283318

Seattle, WA

Past

March 27, 2009 - May 31, 2016

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

SEATTLE, WA

Past

March 20, 2009 - May 31, 2016

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

SEATTLE, WA

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

Alabama
(1/4/2021)

IAR

California
(1/18/2024)

IAR

Texas
(3/8/2019)

IAR

Washington
(6/1/2016)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/26/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/31/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/2009

General Securities Representative Examination

Current Firm

CRAFTED FINANCE, LLC

CRD#: 283318 / SEC#:

Alabama

Registered Investment Advisory firm - (1/4/2021 Approved)

California

Registered Investment Advisory firm - (1/18/2024 Approved)

Texas

Registered Investment Advisory firm - (3/6/2019 Conditional Restricted)

Washington

Registered Investment Advisory firm - (6/1/2016 Approved)

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Contact information

Main Address

Seattle, WA

Mailing Address

Phone number

(650) 336-0598

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	425
AUM (Assets Under Management)	$ 65,436,471

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.

Contact information

(xxx) xxx-xxxx

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Jonathan D. Wride

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Wride's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRAFTED FINANCE, LLC

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/26/2009

SIE

Date: 5/31/2016

Series 7

Date: 3/19/2009

Current Firm

CRAFTED FINANCE, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CRAFTED FINANCE, LLC

TRUST BUT VERIFY

Contact information

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