Jonathan D. Wride
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.
Core Areas of Focus
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan David Wride's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
June 1, 2016 - Present
CRAFTED FINANCE, LLC
Office #1: 6523 California Ave Sw #45, Seattle, WA 98136March 27, 2009 - May 31, 2016
KMS FINANCIAL SERVICES, INC.
March 20, 2009 - May 31, 2016
KMS FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2021)
(1/18/2024)
(3/8/2019)
(6/1/2016)
Exams
Current Firm
CRAFTED FINANCE, LLC
CRD#: 283318 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 425 |
| AUM (Assets Under Management) | $ 65,436,471 |
Red Flags
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