Jonathan A. Dold
Professional summary
Jonathan A Dold, who also goes by Jon Augustine Dold, Jonathan Augustine Dold, is a registered financial advisor currently at LAKESHORE WEALTH MANAGEMENT LLC located in Lake Lotawana, Missouri.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jonathan has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan A Dold's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 30, 2024 - Present
LAKESHORE WEALTH MANAGEMENT LLC
Office #1: 9613 Lake Shore Drive, Lake Lotawana, MO 64086March 31, 2017 - February 4, 2025
WISE WEALTH, LLC
February 3, 2012 - April 4, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 3, 2012 - April 4, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 20, 2011 - January 23, 2012
PRUCO SECURITIES, LLC.
February 11, 2010 - January 23, 2012
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/27/2024)
(5/30/2024)
Exams
Current Firm
LAKESHORE WEALTH MANAGEMENT LLC
CRD#: 331324 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 685 |
| AUM (Assets Under Management) | $ 61,066,000 |
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.
